Broker firm John Charcol has exclusively partnered with Trinity Lifetime Partners, a financial planning firm.
Through the arrangement, John Charcol will refer clients who approach them for help with retirement planning, forecasting, investments, inheritance and estate planning.
The brokerage will continue to offer advice through to later life.
Lisa Walklin-Knight, operations director at John Charcol said: “We are delighted to announce this arrangement with Trinity Lifetime Partners, which adds real value to our overall proposition and will help our customers access the best possible financial planning advice.
“It’s also great to be working again with Peter Tsouroulla who spent over 22 years as a senior partner at John Charcol.”
Peter Tsouroulla, partner at Trinity Lifetime Partners, added: “It’s a perfect fit.
“Trinity Lifetime Partners’ aim to develop robust financial solutions to families, corporates and individuals are so interlinked with a mortgage process and the ethos John Charcol has established as a market leading mortgage broker.”
Shekina is the deputy editor at Mortgage Solutions and commercial editor at Mortgage Solutions and Specialist Lending Solutions. She has nearly eight years of experience in the B2B publishing market, having previously covered the hospitality, retail, pet, accounting and jewellery sectors.
Shekina has worked for Mortgage Solutions and Specialist Lending Solutions for almost five years. Here, she covers the market’s breaking news stories, engages with professionals in the sector, and oversees any commercially agreed content in partnership with mortgage-related companies.
This includes presenting webinars and hosting roundtable discussions on developing themes in the mortgage sector.
She is an NCTJ-trained journalist and was nominated for the Headline Money Awards Mortgage Journalist of the Year in 2021.
In her spare time, Shekina likes to read, travel, listen to music and socialise with friends.
She currently reports on current events in the mortgage market and liaises with financial clients to produce sponsored content.
Follow her on Twitter at @ShekinaMS
