Brilliant news that Louise Baughan who has been a key member of our adviser team at AV Trinity, has now achieved Chartered status. Well done Louise we are all very proud of your achievement.
Our Senior Paraplanner Beth Wood has passed the CII Advanced professional examination AF4 (Investment Planning). Beth is now well on the way to achieving Chartered status an all of her colleagues at AVT are proud of her achievements.
Bryn Evans, AV Trinity’s paraplanning manager has passed the CII Advanced AF4 exam (Investment Planning) and is even closer to Chartered status as a result. Well done Bryn from all of your colleagues at AVT
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