Trinity View Wealth Partners Limited

Reference number: 968492

Instant download

Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Trinity View Wealth Partners Limited (FRN 968492) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Trinity View Wealth Partners's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Trinity View Wealth Partners, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When trinityview.co.uk first appeared online, and whether it can receive email
  • What kind of line 07786 549513 is
  • Who else gives the postcode PE6 0AJ
Instant PDF download
Other names (1)

If you were contacted under any of these names, it is this firm.

  • Murfitt Wealth Management Ltd Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
13765258
Company status
Active
Company type
Private limited company
Incorporated
25 November 2021 (4 years old)
Registered office
Suite 206, Britannia House, 11 Glenthorne Road, London, W6 0LH, England
Nature of business
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Loutfig Yergatian-Murfitt Director Apr 1993 25 Nov 2021 1 other company

Other companies run by its director

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other company
1
still active
1
is FCA-registered
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register, including one no longer authorised
Instant PDF download

Filed accounts and finances

Year to 30 November 2025Micro-entity accountsNot audited

Net assets

£650k

+114% from £304k

Employees (average)

5

Same as 5

Owed within a year

£59.9k

+14% from £52.6k

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2022 to 2025
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 13765258. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Trinity View Wealth Partners’s history from the FCA register and Companies House, newest first.

2026

16 September 2026

  • Changed its registered name from "Murfitt Wealth Management Ltd"

FCA register

2024

1 December 2024

  • Iram Yergatian-Murfitt became a part-owner (25–50% of shares)

Companies House

2022

24 January 2022

  • Became an appointed representative

FCA register

2021

25 November 2021

  • Incorporated at Companies House
  • Loutfig Yergatian-Murfitt became the majority owner (50–75% of shares)
  • Loutfig Yergatian-murfitt appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms connected to Trinity View Wealth Partners

Other FCA-listed firms that share a director, phone number or address with Trinity View Wealth Partners. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
no longer authorised
1
share a director
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1)
  • Who links it to this firm: the named directors, with dates
Instant PDF download

Firms like Trinity View Wealth Partners

Other firms of the same type (financial adviser), nearest first.

In Peterborough

Alpine Private Wealth LtdPeterboroughAppointed representativeBlack Oak Commercial Finance LtdPeterboroughAppointed representativeBright Business Advice LimitedPeterboroughAppointed representativeClaire GraingePeterboroughAppointed representativeGHL Network Services LtdPeterboroughAppointed representativeGreenStones Financial Services LimitedPeterboroughAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Trinity View Wealth Partners

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • 4 years of accounts, charted
  • All 6 events in its history
  • 1 connected firm, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Trinity View Wealth Partners Limited FCA authorised?
Trinity View Wealth Partners Limited (FRN 968492) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Trinity View Wealth Partners?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Trinity View Wealth Partners Limited (FRN 968492) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Trinity View Wealth Partners's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Trinity View Wealth Partners, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Trinity View Wealth Partners’ phone number and website?
The FCA register lists the phone number 07786 549513 and the website TrinityView.Co.uk for Trinity View Wealth Partners. If you were given different contact details, use these to check with the firm before going any further.
Is Trinity View Wealth Partners a scam or clone?
Trinity View Wealth Partners is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Trinity View Wealth Partners?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Trinity View Wealth Partners's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Trinity View Wealth Partners?
Companies House lists 2 people with significant control of Trinity View Wealth Partners: Mr Loutfig Yergatian-Murfitt (50–75% of shares) and Mrs Iram Yergatian-Murfitt (25–50% of shares).
Who runs Trinity View Wealth Partners?
Companies House lists one director of Trinity View Wealth Partners: Loutfig Yergatian-Murfitt.
How long has Trinity View Wealth Partners been in business?
The company was formed on 25 November 2021.
What do Trinity View Wealth Partners’ latest accounts show?
Its latest accounts, to 30 November 2025, show net assets of £650k (+114% from £304k).
Does Trinity View Wealth Partners use any other names?
It has previously used the name Murfitt Wealth Management Ltd.

Sources and links

The full report on Trinity View Wealth Partners Limited

£19.99 · Instant PDF download

Loading secure checkout…