Personal finance news, guides & articles.
Explore expert commentary, practical guides and informed perspectives on personal finance. From topical issues to the fundamentals of financial planning, find the insight you need to make sense of your options.
Remembering Ann Tomkinson.
It is with great sadness that we share the news that our colleague Ann Tomkinson died this weekend after a short illness. Her husband Wink was able to be with her.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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)…
Welcome to Laura Ashby, our new Mortgage Adviser
Exciting news at AV Trinity as we now have a fully independent Mortgage Adviser.
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.
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.