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
Congratulations to Francesca Rose who has passed the CII examination RO2 – Investment Principals and Risk. Well done Francesca!
AV Trinity’s Dan Easton was 21 today! A chance for us to embarrass him with cards and presents to mark the occasion – But we did resist giving him the bumps much to his relief… Happy Birthday Dan we love having you as part of the team.
More exam success at AV Trinity. Frank Harewood – Has passed AF5 Financial Planning and AF3 Advanced Pensions. Phil Kurzeja – Has passed AF1 Tax & Trust Planning Louise Baughan – Has passed AF5 Financial Planning All on their way to Chartered Status, well done !!