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
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.