Louise Morris is now a Chartered Financial Planner as well as Director at AV Trinity. After months of study, blood, sweat & tears the results were published today and she becomes the 4th Chartered Financial Planner at AV Trinity – Well done Lou !!
Congratulations to a delighted Beth on passing RO6 – Financial Planning Practice, which means she also now holds the Diploma in Financial Planning and can use the designated DipPFS. She achieved the six modules that make up the Diploma over just three years of determination,blood, sweat and tears, so
On Friday 21st Louise Morris and Richard Randall attended the St Georges Day lunch at the Spa Hotel in aid of the Pickering Cancer Drop-in Centre. It was an opportunity for Louise and Richard to present a donation of £5,000 to Polly from Pickering. A wonderful lunch clearly raised much
One of AV Trinity’s good friends, Derek Mepham, ran yet another London Marathon in aid of Charity. This time he was running with his neighbor Freya who has survived Lymphoma and was running her first London Marathon. Race times were unimportant as Derek was focused on coaching Freya to the
Sarah Demmon attended a graduation ceremony in London held by the Personal Finance Society to celebrate becoming AV Trinity’s latest Chartered Financial Adviser. We all know the dedication and determination that was needed to achieve this award and all at AV Trinity are proud of Sarah’s success.