Frank Harewood FPFS

Chartered Financial Planner & Financial Planning Supervisor at AV Trinity.

Frank Harewood is a Fellow of the Personal Finance Society, Chartered Financial Planner and Financial Planning Supervisor at AV Trinity.

He has more than 25 years’ experience providing face-to-face financial advice across pensions, investments, business financial planning and wider wealth planning.

Frank holds advanced CII qualifications in Business Financial Planning, Pension Planning and Investment Planning.

Before joining AV Trinity in 2015, he held financial planning roles at Santander, Lloyds Banking Group and NatWest Group.

Alongside advising clients, he shares responsibility for AV Trinity’s Training & Competence policy, helping oversee adviser development, regulatory standards and adherence to FCA requirements.