Sarah Jarrett
Chartered Financial Planner and Relationship Manager at AV Trinity Ltd - Tunbridge Wells, ENG, UK
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Tunbridge Wells, England, United Kingdom
AV Trinity Ltd
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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.