New Head of Advice & Compliance at AV Trinity Chartered Financial Planners. Helen Carey is a Chartered Financial Planner and has worked in Financial Services for over 20yrs. She is a Fellow of the Personal Finance Society and a Member of the Chartered Institute for Securities & Investments. Helen also
Congratulations to Dan Easton who has just passed his RO4 – Pensions and Retirement Planning exam.
AV Trinity’s Louise Morris makes comment on bond holdings in the Daily Telegraph. To read the full article, click here.
A free seminar not to be missed! Featuring Sir Steve Webb and Matthew Cheek, talking about the future of pensions and the impact of technology on investments. Wednesday the 18th of April 2018, at the Trinity Theatre in Tunbridge Wells. For further details and registration form click here.
Another Significant Milestone of AV Trinity. Julie Lavers, one of AV Trinity’s Chartered Financial Planners has successfully completed the 3-4 year process needed to become an Accredited Specialist Independent Financial Adviser by the family law organisation, Resolution . To date, Resolution has accredited just 44 Independent Financial Advisers in the