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
Great morning at the Spa Hotel hosting a Retirement Seminar for 40 professional advisers. Presentations by Sarah Demmon, Cliff Patterson, Helen Carey and Louise Morris. Excellent feedback from the attendees and we look forward to hosting this event again next year.
On the 14th November at the Nevill Golf Club, 14 local businesses went to battle at the AV Trinity Charity Quiz night. At the end of the evening the winners were Metro Bank closely followed by Cripps Solicitors. We thank our kind and generous guests who helped AV Trinity to raise
Louise Morris and Helen Carey continued to help the 6th year at TWGGS to understand finance better and to speak about their work at AV Trinity. Over 100 in the audience in the U6th PSHE session with good interaction and a really warm welcome. Onwards to the L6th PSHE session