At AV Trinity, we offer a definitive client proposition which starts at the very first meeting – the cost of this meeting will be borne by AV Trinity. We will review your circumstances, discuss goals and objectives, examine your investment portfolios, retirement plans and protection arrangements. We will then recommend adjustments where necessary and this may entail re-balancing your portfolios to ensure that they match your current attitude to risk - after all, circumstances do change!
We will look to maximise tax savings wherever possible; which may involve us working closely with your accountant or solicitor - in fact many of our clients have been referred to us by their professional advisers.
Having established the objectives, we provide a proactive and innovative service which adds real value, giving quality advice and outstanding professional service.
We discuss our fees before seeking commitment and these can be collected directly from your portfolio, or directly invoiced . We firmly believe that our fees are proportionate to the value of the service that we provide. And remember, your first meeting with AV Trinity will be at no cost to you.
Our clients are from diverse backgrounds – but a common thread is that they all desire outstanding service, bespoke advice and a high degree of technical competence. We ensure that our clients understand our advice and its value to them.
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