A financial advisor who genuinely cares is invaluable

In our final client story for 2021, Neil Shewan talks about how important it is to know that your advisor ‘has your back’. We’ve known Neil since Tribeca’s early beginnings, and along his journey with us we’ve been very fortunate to provide financial advice and guidance for both his personal and business interests. As Tribeca […]

Why people must come first in any relationship

In our latest client story, Pip Turnbull talks about the most important part of any relationship – the person. It’s hard to keep up with Pip. Passionate and driven, she knows what she wants and is willing to put in the hard yards to achieve it. This has seen her become an Executive Director at […]

Why you can’t put a value on trust and authenticity

The focus of our third client story is Maria Urbanska. In our third client story, Maria Urbanska reveals why she values trust above all else when it comes to financial advice. We think Maria is pretty special. She’ll blush at that, as Maria would much prefer to think of others rather than herself. For instance, […]

Why you need a financial partner, not just an advisor

Next in our series of client stories is Zoe Ottaway. When Zoe approached Tribeca, she wasn’t looking for a financial advisor who would do everything for her. She wanted an advisor she could learn from, partner with, and empower her to take control of her finances and future. An advisor who was genuine in understanding […]