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!
One of the AV Trinity advisers, Michael Hill, has passed the Chartered Insurance Institute examination RO4 Pension & Retirement Planning.
Well done Michael!
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 team will be in Bedfordshire on the 18th & 19th May.
Emma has her own page on this website which contains more pictures and reports from her recent competitions which included a double1st place at Speedgate Arena last time out.
To view the page for Emma and Lex please click here.
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.
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.
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 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 with other professions such as solicitors and accountants, and distinguishes holders from their competitors.
Research shows that the Chartered Financial Planner status is increasingly being recognised by consumers (both individual and businesses) as a mark of professionalism and is recognised as the premier title for financial advice professionals.
Well done Julie ….
Karen Vidler has recently written an article for So Tunbridge Wells on the subject of preparing for later life.
Click here to read the full article.
Citywire Top 100 New Model Advisers
The team at A V Trinity are very pleased indeed to be included in the “top 100” by the recognised professional publication for the Independent Financial Advice profession; New Model Adviser.
This accolade is as a direct result of the enormous amount of work our team has put in to building a robust business infrastructure with the ethics, professional knowledge and client focus that epitomise the AV Trinity ethos.
We remain incredibly grateful to our clients and our Professional Partners for their continued confidence in us.
AV Trinity hosted another Open Garden/Fete at home of MD Karen Vidler in the East Sussex countryside. The weather had played havoc with the original plans in July, but we still enjoyed an excellent turn out from clients and other members of the public. Local Olympic Torch bearer Derek Mepham kindly brought his torch along and there was a steady queue of those wishing to have a memorable photograph taken with it. Over £2,000 was raised for 3 very worthwhile charities; Hospice in the Weald, The Kit Wilson Trust for Animal Welfare and Hounds for Heroes.