Many congratulations to Beth who has been promoted from Senior Paraplanner to trainee Financial Planner. Beth joined AVT in 2017 as a Paraplanner and is now working towards her Chartered status. Beth will be an invaluable part of the Adviser team which is going from strength to strength. Well done
Congratulations to Natalie Kirk who has just passed the Chartered Insurance Institute examination – RO2 Investment Principals & Risk. Well done Natalie we are all very proud of you.
Richard was interviewed yesterday by Paul Harvey of Connectionsb2b Radio. This online radio station wanted to find our more about AV Trinity and how we help our clients.
Well done Beth who has passed the LP1 examination Life & Pensions customer operations – her 3rd exam pass this year. We are proud of you Beth.
Well done to Amber Burton who has passed her professional examination RO4 (pensions) – Congratulations Amber from all of us at AV Trinity. Now on to the next one ……