Who are we?

Since 1986, we’ve helped individuals and professional partners across the UK with pensions, investments, mortgages, and inheritance tax planning - providing personalised financial advice for every stage of life.

Chartered Financial Planners Tunbridge Wells.png

How can we help?

Unsure where to start?

Know what you need?

Learn about pensions

Speak to an adviser →

Additional information

AVT in the community

Careers

Privacy & other policies

Read client reviews →

How can you get in touch?

Call us on 01892 612500

View our contact details

Get free financial updates

Quickly find the financial advice you need.

Pensions & Investments

Auto-enrolment pensions

Pension advice

Investment advice

Responsible investing

Mortgages & Protection

Equity release advice

Mortgage advice

Insurance & protection

Other Life Stages

Care fees advice

Divorce & PODE reports

IHT planning

Personal injury advice

More

View all our services

Useful financial calculators

IFA in East Sussex

IFA in Kent

This website offers information about investing and mortgages and should not be taken as personal advice. Remember that investments can go up and down in value, so you could get back less than you put in. Think carefully before securing debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it. Equity Release will reduce the value of your estate and may affect your entitlement to state benefits.

AV Trinity Limited, a company registered in England and Wales with company number 02012267 and authorised and regulated by the Financial Conduct Authority. Information about us can be found on the Financial Services Register (register number 182032). Registered Office: Oakhurst House, 77 Mount Ephraim, Tunbridge Wells, Kent TN4 8BS.

© Copyright AV Trinity Limited 2026.