Louise has worked in financial services for over 20 years, 18 of them with Karen Vidler the MD of AV Trinity. She has worked for AV Trinity for 12 years and has particular expertise in providing holistic financial planning for high net worth individuals and elderly clients. Many of Louise’s clients have been referred by firms with a specific reference to Court of Protection, Divorce and Personal Injury settlements.

Key areas

 Care Fees and Income Planning for elderly clients

 IHT, Trust & Estate planning

 Court of Protection investment

 Investment of personal/catastrophic injury settlements

 Financial Advice on Divorce

 Personal investment advice

 Pension and Retirement planning

 Speaker at the 2009 Professional Trustee Conference

 Contributor to So Tunbridge Wells Business section – Nov 2011

Louise says –“I can honestly say that I enjoy what I do and get so much out of assisting and advising clients with their finances and in the process have  built many good relationships over the years. Away from the office I enjoy numerous outdoor activities such as camping, walking, hiking and skiing”

Louise can be contacted here-   louise.morris@avtrinity.com