Our pension technical expert and one of our Chartered Financial Planners, Julie Lavers, is quoted in this article in last weekend’s Sunday Times by Ruth Emery. It concerns the value of seeking financial advice and how we saved one of our clients a considerable amount of tax by claiming posthumous
Frank Harewood becomes AV Trinity’s 6th Chartered Financial Planner having completed two final examinations, He is also a Business Financial Planning Specialist. Well done Frank from all at AVT
Sarah Demmon, a Chartered Financial Planner here at AV Trinity has just achieved the status of Fellow Of The Personal Finance Society, their highest award and the third to achieve this award at AV Trinity. Well done Sarah, a fantastic award
Beth Wood who is part of the AVT Paraplanning team has passed AF5, the Advanced Diploma in Financial Planning – Well done Beth and not too far away from Chartered status now !!
Our Paraplanning manager Bryn Evans has passed AF1 & JO2 Taxation and Trusts examinations and is well on the way to Chartered status. We are all proud of Bryn’s achievement