“Well done to Francesca Rose who has passed RO4 Pension Planning examination whilst on maternity leave! Great news Fran, we are all proud of you and look forward to your return to the team”
We are all delighted that Louise Baughan (Senior Adviser) has passed the Chartered Insurance Institute examination J10 (Discretionary Investment Management). Louise is closing in fast on Chartered status. Well done Louise, we are proud of you.
The exam successes keep rolling in and Sarah Collins has just passed the Chartered Institute of Marketing exam – Marketing Principals. Well done Sarah from all of us at AV Trinity
Congratulations to Frank Harewood who has passed the CF6 examination this week.
AV Trinity has been voted Best Financial Planning & Resolution Specialist 2019 at the SME Legal Awards. This award reflects the quality work that Julie Lavers undertakes for legal firms in the field of pre & post divorce finances