It was a successful business year at AV Trinity, but at the same time there was much going on behind the scenes. We invite you to view our highlights here Memorable Moments 2018
Phil, Frank and Dan attending the Citywire Conference in London
Congratulations from all at AV Trinity to our colleague Phil Kurzeja who has passed the professional examination AF4 (Investment Planning). Well done Phil and now very close to Chartered status.
We are delighted to welcome Jack Finch who has joined AV Trinity as a Trainee Financial Planner. Jack previously worked at Santander and will initially be working with our Paraplanning team before moving over as part of the Adviser team. Jack is a keen sportsman who follows Chelsea FC
Great morning at the Spa Hotel hosting a Retirement Seminar for 40 professional advisers. Presentations by Sarah Demmon, Cliff Patterson, Helen Carey and Louise Morris. Excellent feedback from the attendees and we look forward to hosting this event again next year.