Richard Randall, AV Trinity’s Business Development Manager spoke to a specially invited audience at the Trinity Theatre in Tunbridge Wells. As a major sponsor of the Trinity Theatre it was an opportunity for Richard to speak about AV Trinity both as a company and as a supporter of community projects.
We have received a Certificate of Excellence from Vouchedfor, the financial advice review site regarding one of our advisers, Louise Baughan. Louise, our Senior Financial Planner, has received well over 20 positive reviews from clients. See her profile within our “meet the team” section of this site. Alternatively, see her
We are delighted to announce that Sarah Demmon has now been awarded the designation of Chartered Financial Planner by the Chartered Insurance Institute. Following a nail biting wait for the results of recent examinations, Sarah got the good news on Friday 2nd Dec. So AV Trinity now have 3 Chartered
Citywire has just announced its 2016 list of the UK Top 100 IFA firms, and AV Trinity has been included- for the 5th year in succession!. We have also been shortlisted for the IFA of the year award (South East) by Citywire. This recognition comes just a couple of months
On Sunday 25th Sept, Louise Morris (director), pulled on the running gear and endured 10k of hilly terrain in Tunbridge Wells to raise funds for the Hospice in the Weald, a charity very close to her heart. She completed the run in just over an hour and raised well in