AV Trinity Ltd

Financial Services - Tunbridge Wells, ENG, UK

AV Trinity Ltd Employees
Sarah Jarrett

Chartered Financial Planner and Relationship Manager

Contact Sarah Jarrett

Alison Reeve

Business Support Manager

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Bryn Evans

Paraplanning Team Manager

Contact Bryn Evans

Marion Burgess

Para-planning Support Administration

Contact Marion Burgess

Gina Archbold

Paraplanning Support Manager

Contact Gina Archbold

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AV Trinity Ltd Details

AV Trinity provides holistic financial advice to individuals including business owners throughout the UK and for British expatriates based in other parts of the world. As wholly independent financial advisers we are directly regulated by the Financial Conduct Authority (FCA) and offer advice in all main areas of financial planning. We look after the financial planning needs of over 1000 clients, advise on more than 600million of investments and are totally focused on giving our clients high quality advice.....with measurable results. Within our experienced team we have a number of niche areas of expertise. These include Pre & Post advice for Personal/Catastrophic injury claimants. Pre & Post divorce reporting on pensions, Pre & Post divorce financial counselling, Trust review service to ensure compliance with Trustee Act 2000 requirements, non-contentious IHT strategies. Having a number of experienced female advisers we are able to offer bespoke services for female clients who would prefer to interact with an adviser of the same gender.

AV Trinity Ltd logo, AV Trinity Ltd contact details
Website: avtrinity.com
Employees: 20 - 49
HQ:
Location: Tunbridge Wells, ENG, UK
Revenue: 2.5 - 5 Million
Investment and Estate Planning Retirement Strategy Care Fees Divorce - Pre & Post settlement Holistic Financial Planning Personal & Catastrophic Injury Financial Services for Women Auto Enrolment / Workplace Pensions Financial mediation on divorce Pensions & Retirement Divorce - Pre & Post Settlement Financial Mediation on Divorce Pensions & Retirement Divorce - Pre & Post Settlement Personal & Catastrophic Injury Pensions & Retirement Divorce - Pre & Post Settlement Personal & Catastrophic Injury
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