AV Trinity have started working with Tunbridge Wells Girls Grammar School in delivering sessions about Financial Awareness, something that is so important to guide young people into the workplace. Louise and Helen introduced AVT at a 6th year assembly today and we return for further PSHE sessions over the coming
Julie Lavers has now received her trophy as Retirement Planner of the Year from the Women in Financial Advice awards. Very impressive and well deserved.
There are millions of pounds sitting unclaimed in around half a million inactive accounts and some of it may be yours. It’s free and pretty simple to check if you have any dormant bank accounts, insurance policies, pensions or premium bonds, so if you think you may have a lost account
At the Women in Financial Advice awards in London last week, Julie Lavers was the recipient of the Retirement Planner of the Year award. Julie is a Chartered Financial Planner, a Resolution Accredited Pension Specialist on top of last weeks award – All at AV Trinity are proud of Julies
AV Trinity have many years experience of advising clients on the use of Equity Release where appropriate. We have now joined the Equity Release Council and will fully comply with their code of ethics. Over the course of 25 years, the Equity Release Council continues to represent the equity release sector