Bryn Evans has successfully passed the RO8 Pensions Reform examination – Well done Bryn
Louise Morris has passed the RO3 Personal Taxation examination and is now just one step away from Chartered status and Fellowship of the PFS. Well done Lou
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