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
Following the hugely successful Pension Basics Seminars that were held on 25th May at our office in Tunbridge Wells we have been asked to run one more session for those who could not attend. We are therefor holding one further session in our offices at 8:30am on the 13th June.
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
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