The Trident FP Team

Duncan Forbes

Managing Director
Chartered Financial Planner
CFP™ Chartered FCSI MA(Hons)

Andrew Wagstaff

Director
Chartered Insurance Practitioner
DipPFS ACII

Sam Williams

Chartered Financial Planner
APFS DipPFS BSc (Hons)

Sam Williams

Chartered Financial Planner
APFS DipPFS BSc (Hons)

Tom Lush

Financial Adviser & Operations Manager
DipPFS BSc(Hons)

Tom Lush

Financial Adviser & Operations Manager
DipPFS BSc(Hons)

Alice Frost

Trainee Paraplanner
BSc (Hons)

Vince Reeves

Duncan Forbes

Managing Director
Chartered Financial Planner
CFP™ Chartered FCSI MA(Hons)

Biography

Duncan is a Chartered Financial Planner and a Certified Financial Planner™. His academic background in Financial Economics drives his passion for evidence-based investment-planning strategies, to manage risk and enhance returns.

As Managing Director of Trident, Duncan’s primary board responsibilities are to design and drive our company strategy and chair the investment committee.

Based in our North Berwick office in Scotland, Duncan splits his time between here and our Wokingham HQ. Outside of work, Duncan has two teenage children, serves on community sports committees, and maintains a scratch golf handicap.

Andrew Wagstaff

Director
Chartered Insurance Practitioner
DipPFS ACII

Biography

Andrew is a Chartered Insurance Practitioner and holds the ‘Diploma in Financial Planning’. He is passionate about imparting quality advice and high levels of service in order to deliver a quality client experience and desired outcome. Andrew has specialist knowledge and skills in the area of complex pension planning.

As a Director of Trident, Andrew’s primary board responsibilities are to head our compliance and operations functions.

Andrew is married with two daughters. In his free time, Andrew likes travelling, socialising with friends, and walking his Springer Spaniel.

Sam Williams

Chartered Financial Planner
APFS DipPFS BSc (Hons)

Biography

Sam qualified as an adviser in 2018 and attained Chartered Status in 2023 after completing the Advanced Diploma in Financial Planning. He has been integral to the succession planning Trident have undertaken in recent years and has become one of our established team of Chartered Financial Planners, continuing to show the personality and qualities to remain a key adviser for years to come.

Sam is sociable with a large network of friends and a close-knit family background. A keen sportsman, Sam is a Chelsea supporter and enjoys watching all sports and playing golf to a decent standard.

Tom Lush

Financial Adviser & Operations Manager
DipPFS BSc(Hons)

Biography

Tom joined Trident in May 2019. Tom is an Economics graduate from the University of Surrey and joined us with 2 years’ experience working within the pensions industry. Tom has achieved his ‘Diploma in Financial Planning’ currently working towards his Chartered status.

Tom is our newest adviser and works closely with Andrew and Duncan, whilst also leading technical and regulatory project work within the company.

Tom loves travelling and sports. When he’s not at his desk you’ll find him planning his next trip or partaking in or watching a sporting event.

Biography

Vikki has been with Trident from day one and is highly skilled in complex areas of technical administration. In her role as paraplanner, Vikki works closely with Duncan, supporting all aspects of the advice process.

Vikki has a busy family life with three young boys and four siblings.

Alice Frost

Trainee Paraplanner
BSc (Hons)

Biography

Alice is the newest member of ‘Team Trident’ joining in July 2023. She graduated from the University of Surrey with a first class degree in Economics. She has been working in the financial advice industry for the last two years and is currently working towards the diploma in regulated financial planning.

Alice enjoys playing badminton and netball in her free time.

Kimberley Flanders

Administrator

Biography

Kimberley joined Trident in 2014 and excels in all aspects of client support with her exemplary attitude and upbeat personality.

Kimberley, along with Melissa and Janet, is a key member of the administration team.

Kimberley loves spending time with her young family, and is a Tottenham Hotspur supporter!

Janet Garratt

Administrator
Cert.PFS BA(Hons)

Biography

Janet is a skilled administrator working remotely from her base in Cheshire. She is one of the founding Trident team members and works closely with Duncan and Vikki.

Janet, along with Melissa and Kimberley, is a key member of the administration team.

Janet is married to Mark and they have three children. She enjoys cycling, camping and spending time with family and friends.

Melissa Luckett

Administrator

Biography

Melissa joined ‘Team Trident’ in October 2020. Melissa has a wealth of experience in the Financial Services industry. This includes both product providers and over 10 years working for an Independent Financial Advisers where she gained experience in all aspects of client care.

Melissa, along with Janet and Kimberley, is a key member of the administration team.

Melissa has 2 children and enjoys spending time with family and keeping fit.

Biography

After over 30 years of industry experience Vince is approaching retirement and has stepped down as a Director and as a Chartered Financial Planner from 1st October 2023. Vince remains involved in the business in a part-time consultancy capacity.

Vince is married with two adult children. He loves travelling and enjoys time with friends and family. Vince is a long-suffering ‘loyal Royal’ (Reading fan), and keeps fit by visiting the gym and golfing.

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