Marion Burgess

Para-planning Support Administration at AV Trinity Ltd - Tunbridge Wells, ENG, UK

Marion Burgess's Colleagues at AV Trinity Ltd
Sarah Jarrett

Chartered Financial Planner and Relationship Manager

Contact Sarah Jarrett

Alison Reeve

Business Support Manager

Contact Alison Reeve

Bryn Evans

Paraplanning Team Manager

Contact Bryn Evans

Gina Archbold

Paraplanning Support Manager

Contact Gina Archbold

View All Marion Burgess's Colleagues
Marion Burgess's Contact Details
HQ
Location
Company
AV Trinity Ltd
Marion Burgess's Company Details
AV Trinity Ltd logo, AV Trinity Ltd contact details

AV Trinity Ltd

Tunbridge Wells, ENG, UK • 20 - 49 Employees
Financial Services

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.

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
Details about AV Trinity Ltd
Frequently Asked Questions about Marion Burgess
Marion Burgess currently works for AV Trinity Ltd.
Marion Burgess's role at AV Trinity Ltd is Para-planning Support Administration.
Marion Burgess's email address is ***@avtrinity.com. To view Marion Burgess's full email address, please signup to ConnectPlex.
Marion Burgess works in the Financial Services industry.
Marion Burgess's colleagues at AV Trinity Ltd are Sarah Jarrett, Louise Baughan, Alison Reeve, Bryn Evans, Gina Archbold, Francesca Rose and others.
Marion Burgess's phone number is
See more information about Marion Burgess