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AV Trinity | IFA & Mortgage Broker in Kent & Sussex
Unsure where to start?
Know what you need?
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Auto-enrolment pensions
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Our colleague Amber, just 27, confronts cancer with strength.
AVT Helen Carey 07/11/2024 AVT Helen Carey 07/11/2024

Our colleague Amber, just 27, confronts cancer with strength.

Read about Amber's inspiring journey, the incredible support she has received and how you can help make a difference as she bravely faces cancer aged just 27.

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In memory of Richard Randall. A beloved former colleague.
AVT Helen Carey 28/10/2024 AVT Helen Carey 28/10/2024

In memory of Richard Randall. A beloved former colleague.

We are saddened to announce the passing of Richard Randall, a cherished former team member. His dedication and friendship will be deeply missed.

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Financial advisers, advice and mortgage brokers in Kent.
AVT Helen Carey 27/04/2022 AVT Helen Carey 27/04/2022

Financial advisers, advice and mortgage brokers in Kent.

Chartered Financial Planners: Advice and mortgages in Tunbridge Wells, Kent. Speak to our friendly team for independent IFA advice, wherever you are in the UK.

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AV Trinity has signed up to the Menopause Workplace Pledge.
AVT Helen Carey 26/01/2022 AVT Helen Carey 26/01/2022

AV Trinity has signed up to the Menopause Workplace Pledge.

AV Trinity has signed the Menopause Workplace Pledge, joining Tesco, Santander UK, and Bupa in pledging to support employees affected by menopause.

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How we protect your financial information against cyber attacks.
AVT, Personal Finance Helen Carey 26/11/2021 AVT, Personal Finance Helen Carey 26/11/2021

How we protect your financial information against cyber attacks.

Our risk team is dedicated to the security of our clients' data. In this guide, we briefly outline some of the measures we take to help keep your details safe.

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What is a financial adviser and how do you find one?
AVT, Investments, Personal Finance Helen Carey 15/05/2021 AVT, Investments, Personal Finance Helen Carey 15/05/2021

What is a financial adviser and how do you find one?

Many people avoid financial advice as it may be unclear what financial advisers are. This article explains how financial advisers help and how to choose one.

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The Financial Vulnerability Taskforce and its Charter.
AVT, Equity Release Helen Carey 28/02/2021 AVT, Equity Release Helen Carey 28/02/2021

The Financial Vulnerability Taskforce and its Charter.

AV Trinity is proud to have signed up to the Financial Vulnerability Taskforce and its Charter. The Financial Vulnerability Taskforce is a newly created independent representative body covering the Personal Finance Sector.

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What is a Chartered Financial Planner?
AVT, Investments, Personal Finance Helen Carey 28/01/2021 AVT, Investments, Personal Finance Helen Carey 28/01/2021

What is a Chartered Financial Planner?

We often get asked by clients what the difference is between a Financial Advisor and a Chartered Financial Planner. In this article we will outline some of the key reasons why Chartered Financial Planners should be your first choice for financial advice.

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AV Trinity is proud to be a signatory to The Principles for Responsible Investment.
Sustainable Investing, AVT, Investments Helen Carey 30/10/2020 Sustainable Investing, AVT, Investments Helen Carey 30/10/2020

AV Trinity is proud to be a signatory to The Principles for Responsible Investment.

The six Principles for Responsible Investment are a voluntary and aspirational set of investment principles that offer a menu of possible actions for incorporating environmental, social, and corporate governance (ESG) issues into investment practice.

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Not one, but two exam successes for Beth Wood
AVT Helen Carey 12/11/2019 AVT Helen Carey 12/11/2019

Not one, but two exam successes for Beth Wood

There is no stopping Beth. Not only has she passed her CII professional examination LP3 (Life & Pensions Principals and Practices)…

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Welcome to Laura Ashby, our new Mortgage Adviser
Mortgages, AVT Helen Carey 03/10/2019 Mortgages, AVT Helen Carey 03/10/2019

Welcome to Laura Ashby, our new Mortgage Adviser

Exciting news at AV Trinity as we now have a fully independent Mortgage Adviser.

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Louise Morris raises over £1,300 for the Hospice in the Weald
AVT Helen Carey 02/10/2019 AVT Helen Carey 02/10/2019

Louise Morris raises over £1,300 for the Hospice in the Weald

On Sunday 22nd September, Louise joined 700 other runners to raise money for the Hospice in the Weald by completing the 10k run in Tunbridge Wells.

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Exam success for Tunbridge Wells IFA Jack Finch.
AVT Helen Carey 02/10/2019 AVT Helen Carey 02/10/2019

Exam success for Tunbridge Wells IFA Jack Finch.

Jack has passed yet another exam, this time CF6 which is the second mortgage paper he has sat (and passed) in the past 6 weeks.

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AV Trinity Logo ★★★★★ 5.0 AVERAGE RATING ON GOOGLE

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.

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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.
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