All professional occupations have a duty of care to their individual and corporate clients and at AV Trinity, we have built solid relationships with legal firms, accountants, barristers and health care organisations who trust us to look after the financial affairs of a number of their clients.

As Chartered Financial Planners, we fully embrace the core principals of –

  • Independence– AV Trinity is independent, Directly Authorised and Regulated by the Financial Conduct Authority (FCA)
  • Compliance– AV Trinity’s in-house Compliance Director ensures that clients enjoy a fully integrated service regardless of the level of complexity of their needs.
  • Reputational Risk– AV Trinity  understand the need to protect the reputation and professional integrity of the  legal and accountancy firms who entrust us to help their clients.
  • Expertise– AV Trinity has built a reputation for technical expertise and innovative solutions that are delivered in are delivered in a clear, concise and understandable manner.

If you are a legal or accountancy professional, or a care home executive and would like to discuss how we can become a valuable resource to your business, please contact us to arrange a meeting with Richard Randall, Business Development Manager.

Working Together

AV Trinity  takes  great pride in its relationships with accountants, solicitors, private banks, care homes, barristers and other professionals. The bedrock of these relationships is a shared standard of professionalism and a 100% focus on the client’s needs and the enhancement of service standards.
To find out more about how we work with our professional partners please go to the "Working Together" page within our Professional Partners menu or contact Richard Randall, Business Development Manager

 

Matrimonial

Matrimonial – Financial advice in matrimonial cases has to negotiate numerous legislative issues which means this a highly specialist area of financial planning.  As an experienced Chartered IFA we are able to advise on all aspects of pre & post settlement advice, including Pension Sharing Reports.                                                                                                                
To find out more about the full range of services that AV Trinity can offer to Matrimonial lawyers and barristers please see the "Matrimonial" tab within the Professional Partners menu.  Alternatively contact Richard Randall, Business Development Manager.

Court of Protection

At AV Trinity we have many years of experience in dealing with the Office of the Public Guardian and the Court of Protection. We provide initial and/or ongoing support to Trustees and Deputies knowing that our experience, expertise and independent status makes us an ideal partner.  
To find out more about how we work with Court of Protection practitioners please see our "Court of Protection" tab within the Professional Partners menu.  Alternatively please contact Richard Randall, Business Development Manager

 

Personal Injury

Advising recipients of catastrophic injury awards is a complex area of advice and at AV Trinity we are aware of the numerous constraints & pressures on the capital sums awarded to these clients.  Nevertheless our knowledge of investment and taxation enables us to provide a comprehensive service to recipients, their families and their other professional advisers.
To find out more about the services that we can provide to personal and catastrophic injury lawyers please see the "Personal Injury" tab within the Professional Partners menu.  Alternatively please contact Richard Randall, Business Development Manager

 

Trustees

We have a wealth of experience to call upon when dealing with Trustees and have the knowledge to work effectively within the constraints of Trustee Act 2000.  
A full description of our services and how we work with Trust practitioners can be found on the "Trustees" section within the Professional Partners menu. Alternatively please contact Richard Randall, Business Development Manager

 

Care Fees