Citywire has just announced its 2016 list of the UK Top 100 IFA firms, and AV Trinity has been included- for the 5th year in succession!.
We have also been shortlisted for the IFA of the year award (South East) by Citywire. This recognition comes just a couple of months after we were given the status of Chartered Financial Planners.
Without doubt 2016 has been a challenging year for us following the sad passing of Karen Vidler, but Louise Morris and Cliff Patterson have worked together to ensure that AV Trinity continues to thrive. The recent awards are testament to their hard work and dedication during 2016.
Citywire wrote “The accolade recognises things such as profitability, the proportion of re-investment into the business that you make, along with qualifications, commitment to the profession and more emphasis this year on development of best practice” Well done to everyone at AV Trinity !!!