April 25, 2013
AV Trinity administrator Stella Richardson completed the London Marathon with her daughter Gemma.
Stella came home in a great time of 4hrs 25mins and at the last count they had raised over £1,600 for the Mental Health Foundation – well done Stella!
April 22, 2013
One of the AV Trinity advisers, Michael Hill, has passed the Chartered Insurance Institute examination RO4 Pension & Retirement Planning.Well done Michael!
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April 19, 2013
This year AV Trinity are once again helping to sponsor Emma Clarke, a young Kent dressage rider as she continues her climb up the rankings with her horse Lexcen. Emma has just had the great news that she has been selected to join the British Dressage Southern Team and her first competition with the...
April 15, 2013
AV Trinity are hosting a free care fees planning seminar at Wadhurst Manor Residential Home on Thursday 30th May, 2.30 pm. Click image for further details.
April 9, 2013
Are you supporting an older relative and need advice on home care and funding options?
AV Trinity is joining with other experts and we look forward to welcoming you on the 14th May 2013 at The Hotel Du Vin, Tunbridge Wells.
Please
click here for full details.
January 3, 2013
Martyn Francis has passed R05 (Financial Protection) and R06 (Financial Planning & Practice) thereby achieving his Diploma in Regulated Financial Planning. Well done Martyn !
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December 14, 2012
One of our advisers, Julie Lavers, has passed the AF5 (Financial Planning Process) examination and become a Chartered Financial Planner. Chartered status reinforces the importance of professionalism in a fast moving and competitive world. It also helps to put the financial advice sector on a par wi...
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Finding the right financial adviser can be an onerous task.
Our role is that of trusted adviser – not product salesmen. AV Trinity provides holistic financial advice to individuals including business owners throughout the UK and to British expatriates based in other parts of the world.
As wholly independent financial advisers we are directly regulated by the Financial Services Authority (FSA) and offer advice in all main areas of financial planning.
We look after the financial planning needs of over 500 clients, advise on more than £300million of investments and are totally focused on giving our clients high quality advice…..with measurable results.
January 2013 saw the dawning of a new era in financial services as the Retail Distribution Review (RDR) became effective.
AV Trinity welcomes the changes that this brings and are very happy to continue to offer our clients a fully independent service from qualified independent advisers. All of our advisers have attained the required level of qualification and all have a Statement of Professional Standing from the relevant professional body to confirm this.
Please take a tour of our site to discover more about the services we provide and we hope you will take the opportunity to contact us by email, telephone, or by clicking here for our ”contact us” service.
