We are excited to announce that Trilogy Financial Solutions has merged with Dennis Green & Associates Ltd. This merger brings together two companies with shared values, backgrounds, and an aligned business culture to provide quality client outcomes.
Dennis founded his own company Dennis Green & Associates Ltd in 1993 and was joined by his son Mark in 2001. Together they have 70 years' experience in investment and retirement planning, both helping clients to achieve their financial goals
Dennis Green & Associates Ltd. also holds a Discretionary Investment Management Service (DIMS) Licence which will transfer to Trilogy Financial Solutions. A DIMS Licence provides greater investment flexibility for clients, along with regular quarterly and annual reporting obligations.
This merger allows us to expand the business to provide both efficiencies of scale, a wider range of qualified staff and backup services, along with the benefits of being a DIMS Licenced provider.
We welcome Dennis Green and Mark Green to our team of Financial Advisers, and Diane Eaton to our Support Staff Team. We also extend a warm welcome to the clients of Dennis Green & Associates - we look forward to working with you.