Martyn Francis has passed R05 (Financial Protection) and R06 (Financial Planning & Practice) thereby achieving his Diploma in Regulated Financial Planning. Well done Martyn !
One of our consultants, Julie Lavers, has passed the Advanced Diploma in Pensions AF3 examination. Well done Julie !
Louise 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)
Martyn Francis (Trainee Adviser) has passed RO4 – Pensions & Retirement Planning
As 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 the sometimes complex financial issues to a wider audience through the written and spoken word.
Media enquiries should be directed to Richard Randall, Business Development Manager
Tel 01892 – 612554 or email to firstname.lastname@example.org
At 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 to weigh up short term gains against any long-term consequences when investing for the elderly.
One of Karens key points is that “the ideal solution is an investment that does what it needs to do, and no more – and costs what it needs to, and no more”
For the past sixteen years, Private Client Adviser (formerly Elderly Client Adviser) has led the way in providing up-to-the-minute advice and best-practice guidance to its subscribers who are predominantly solicitors working in the field of Private Client law.
Read the article here Balancing Act – Private Client Adviser April 2011
So Tunbridge Well magazine launched its Business Section in Jan 2011 and Karen was asked to write an introduction as its inagrual Guest Editor. View Guest Editorial
She was also asked to write a commentary on current investment themes and to give her opinion on prospects for a healthy economy during 2011. View Investment Commentary
The technical expertise and fully independent nature of this firm means that the directors at AV Trinity are often asked by national TV & Radio to comment and take part in discussions regarding topical financial issues.
October 2010, Radio 5 Live – Karen Vidler (MD) in live discussions concerning Lord Hutton’s report on public sector pensions.
October 2010, Kent Radio - Recorded interview concering Lord Hutton’s report (see above).
October 2010, BBC National News TV - Karen Vidler taking part in discussions on proposed changes to State Pensions.