Examination Success at AV Trinity !
December 7, 2011Louise Morris (Director) has been awarded the CF8 Long Term Care Insurance Certificate. Kevin Hughes (Consultant) has been awarded the Certificate in Long-Term Care Insurance (CeTCI)
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Care Fees Planning – December 2011
November 17, 2011Louise Morris was asked to contribute to the Dec 2011 issue of So Tunbridge Wells in which she discusses how the cost of care fees can impact upon us all in some way. Complex and...
Read moreNews & Media
September 14, 2011As one of Kent’s major firms of Independent Financial Advisers, we are often asked for our views by local and national media sources. It has long been recognised that the Directors and Advisers at AV Trinity are highly qualified and exceptional communicators, and we are happy to help explain...
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Investing for Court of Protection Clients
May 14, 2011Karen was asked by The Society of Trust and Estate Planners to write an article looking at the challenges of investment strategies for clients whose finances are controlled by...
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New Media Article – Balancing Act
March 31, 2011At the beginning of this year Karen was approached by Private Client Adviser magazine and asked to write on the challenging topic of how professional advisers need...
Read moreFinding 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 for 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.