There are many thousands of IFAs in the UK, but very few with the heritage, recognition, experience, depth of knowledge and level of client support that we are blessed with at AV Trinity.
Having served the financial planning needs of clients in Kent and the South East for well over 20 years, AV Trinity have grown to be one of the largest and oldest IFA firms in Kent, and have recently been awarded the status of Chartered Financial Planners, the “gold standard” that all IFAs aspire to.
As well as being a Chartered Financial Planning IFA, we have also been awarded the accolade of being in the Citywire Top 100 IFAs for 4 years in succession.
Depth of knowledge
We consider ourselves to be big enough to specialise but small enough to care. As a team of advisers we have holistic planning abilities as well as expertise in the specialised areas of divorce finance, pensions, Court of Protection, trusts, personal injury and Auto Enrolment – to name but a few!
The two main directors at AV Trinity, Louise Morris and Cliff Patterson have between them some 50 years of experience in financial services. In addition we have 3 non-executive directors with huge experience in legal practices, accountancy and the healthcare & charities sector. In order to maintain our close relationships with legal and accountancy practices AV Trinity have a dedicated Business Development Team, who once again have decades of experience in financial services.
We are not a “one-stop-shop” and many of our clients have been with us for up to 20 years, something that cannot be achieved without the highest levels of client service. Our dedicated Client Support team ensure that enquiries are dealt with efficiently and in a timely manner.
AV Trinity works with a wide range of clients. They include those with a sudden influx of funds either through a catastrophic injury award or a divorce settlement; those who become wealthy over time, perhaps through the establishment and running of a business and family stewards who are involved in making the often difficult and complex decisions that come from managing family wealth.
We understand the value professional financial advice can add for our clients. So we provide a comprehensive ongoing advice service which is tailor-made to suit you as we recognise that everyone is different.
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