On the 5th June 6 players from AV Trinity met with 6 players from Wells Associates at the croquet lawn in Calverley Grounds, Tunbridge Wells. After some hard fought games Frank Harewood of AVT and Jonathan Miles of Wells Associates narrowly defeated Richard Randall of AVT and Isobel Lewis of
We have a vacancy for a Financial Planner to join our highly successful advice team. The role is employed and comes with the support of a dedicated paraplanner aligned to the successful candidate . You MUST hold at least the diploma in financial planning with the CII (as we are
Well done to Jack Finch who has passed the CII professional examination RO5 (Protection). Everyone at AV Trinity congratulates Jack, who is now on the journey towards Chartered status.
We are delighted that Rob Neary has passed the professional examination RO2 – Investment Principals & Risk. Congratulations to Rob from all at AV Trinity – now on to the next exam Rob….
Our MD Louise Morris completed the final examination and is now our latest Fellow of The Personal Finance Society. Well done Louise, now one of only about 2000 advisers in the UK who have achieved this level of professionalism. We are all proud of you.