We heard today that Beth has passed LP2 Financial Services Products & Solutions. Well done Beth from all at AVT. Another step on the road to Chartered status – a legend in the making !!
It was a successful business year at AV Trinity, but at the same time there was much going on behind the scenes. We invite you to view our highlights here Memorable Moments 2018
Phil, Frank and Dan attending the Citywire Conference in London
Congratulations from all at AV Trinity to our colleague Phil Kurzeja who has passed the professional examination AF4 (Investment Planning). Well done Phil and now very close to Chartered status.
We are delighted to welcome Jack Finch who has joined AV Trinity as a Trainee Financial Planner. Jack previously worked at Santander and will initially be working with our Paraplanning team before moving over as part of the Adviser team. Jack is a keen sportsman who follows Chelsea FC