We held three successful seminars today for our professional connections, who included Accountants and Solicitors from the local area. We had over 50 attendees and the feedback has been excellent. We held these seminars in response to feedback from participants in our previous pension technical seminars. If you would like an invite to future events
Congratulations to Francesca, who has just passed her R03- Personal Taxation Exam.
AV Trinity welcome Helen Carey as our new Advice & Compliance Manager. Helen has worked in Financial Services for over 20yrs. She is a Fellow of the Personal Finance Society, A Member of the Chartered Institute for Securities & Investments and is a Chartered Financial Planner holding the advanced pension planning and investment qualifications. Helen
New Head of Advice & Compliance at AV Trinity Chartered Financial Planners. Helen Carey is a Chartered Financial Planner and has worked in Financial Services for over 20yrs. She is a Fellow of the Personal Finance Society and a Member of the Chartered Institute for Securities & Investments. Helen also works closely with the Chartered
Congratulations to Dan Easton who has just passed his RO4 – Pensions and Retirement Planning exam.