Financial advisers, advice and mortgage brokers in Kent.
Financial advisors, advice and mortgage brokers in Kent.
Independent Financial advisers, advice and mortgage brokers in Kent.
As a firm of independent financial advisers (IFA), based in Tunbridge Wells, new clients that are looking for a financial adviser (also known as a financial planner) often find us online by searching for terms such as 'financial advice near me in Kent', 'financial advice in Kent' and 'mortgage broker Kent'. Although we are based in Tunbridge Wells, we serve new and existing clients across Kent and the UK as a whole.
The major towns and cities we cover in Kent include Ashford, Canterbury, Chatham, Dartford, Dover, Folkstone, Gravesend, Kings Hill, Maidstone, Margate, Sevenoaks, Sittingbourne and, of course, Tunbridge Wells.
Interestingly, in the UK we use the spellings 'independent financial adviser in Kent' and 'independent financial advisers in Kent' whereas the US versions are 'independent financial advisor in Kent' and 'independent financial advisors in Kent'.
What to expect from AV Trinity as financial advisers?
The first thing we should mention is that as a professional firm of chartered financial planners in Kent, we are authorised and regulated by the Financial Conduct Authority (FCA) to offer a wide-reaching financial advice service. Being regulated is a legal requirement to offer financial advice in the UK and it means we can be held accountable by the FCA and the Financial Ombudsman Service (FOS).
It's important to remember that we are a firm of independent financial advisers (often referred to as an IFA or IFAs), which means we are not tied to offering financial products from a single financial institution, instead we are able to offer our clients in Kent products from the whole of the market and find the very best financial solutions.
We cover a broad spectrum of financial planning matters for our clients in Kent and your chartered financial planner will work with you to offer independent advice on all issues relating to your personal finances, your pension and wealth management needs. You are welcome to visit us at our offices in Tunbridge Wells, Kent or we are able to offer financial advice, financial planning and financial services remotely.
A financial adviser's aim is to make a financial plan that enables you to meet your financial goals, whether that's planning for retirement, making the most of your annual tax allowances or something more complex such as inheritance tax advice, divorce or your long term care needs. It's all about your financial needs and we really enjoy financial planning for our clients in Kent.
What financial matters do we advise on?
With AV Trinity, you will be allocated a dedicated financial adviser from our offices in Tunbridge Wells, Kent as your main point of contact for independent financial advice, investment advice and financial planning. They can also connect you with an in-house mortgage broker should you need to discuss lending opportunities.
As a client, you can be a private individual, a business owner or a fellow professional in Kent, such as a local solicitor or accountant.
You can speak to your independent financial adviser right here in Kent for advice on wealth management, estate planning, life assurance, investment and retirement planning, income protection insurance, tax planning, financial security, your divorce finances, business protection, auto-enrolment workplace pensions, and much more.
You can also speak to a mortgage broker (also known as a mortgage adviser) for mortgage advice, equity release, lifetime mortgages, buy-to-let mortgages and more.
How do I get financial advice in Kent?
If you are local to us in Kent, or further afield in the UK, you are welcome to get in touch to arrange a free initial consultation to discuss your financial needs. In this consultation, an adviser will establish which area of financial planning is most relevant to your situation, and explain our services and fees in more detail.
Find out more about:
All Our Services, Auto-Enrolment, services for Business Owners, Business Protection, Financial Calculators, Careers, Care Fees, Divorce, Equity Release, IHT Planning, Investments, Mortgages, Pensions, services for Professional Partners, Protection, Responsible Investing.
This article offers information and should not be taken as personal advice. Remember that investments and pensions 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. Tax rules can change and the benefits depend on individual circumstances.