Congratulations to Francesca Rose who has passed the CII examination RO2 – Investment Principals and Risk. Well done Francesca!
On Thursday 28th September AV Trinity are holding two Seminars for clients and new friends! In the morning we will be speaking about Long Term Care planning and Lasting Power Of Attorney. After lunch we will be speaking about Estate Planning and Wills. Each session will last for appx 90 mins and there will be
AV Trinity’s Dan Easton was 21 today! A chance for us to embarrass him with cards and presents to mark the occasion – But we did resist giving him the bumps much to his relief… Happy Birthday Dan we love having you as part of the team.
More exam success at AV Trinity. Frank Harewood – Has passed AF5 Financial Planning and AF3 Advanced Pensions. Phil Kurzeja – Has passed AF1 Tax & Trust Planning Louise Baughan – Has passed AF5 Financial Planning All on their way to Chartered Status, well done !!
Louise Morris is now a Chartered Financial Planner as well as Director at AV Trinity. After months of study, blood, sweat & tears the results were published today and she becomes the 4th Chartered Financial Planner at AV Trinity – Well done Lou !!