1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. Kent
  8. breadcrumb-arrow
  9. Tunbridge Wells
  10. breadcrumb-arrow
  11. A V Trinity Limited

A V Trinity Limited

Independent Financial Adviser  A V Trinity Ltd, Kent, Tunbridge Wells, TN4 8BS
check
FCA authorised
Last authorised 22nd February 2021
Independent Chartered Financial Planners. Our award-winning service helps individuals, professionals and organisations manage their entire financial operations; from pensions and investments, to mortgages, funding and advice.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Meet our advisers
Ms Louise Morris
Managing Director & Chartered Financial Planner
Ms Sarah Demman
Chartered Financial Planner
Mr Frank Harewood
Chartered Financial Planner
Ms Louise Baughan
Chartered Financial Planner
Mr Jack Finch
Financial Planner
Ms Bethany Wood
Financial Planner
Ms Laura Ashby
Mortgage Adviser
About us

There are many thousands of financial advisers in the UK, but very few with the heritage, experience, depth of knowledge and level of client support that we are blessed with at AV Trinity. We understand the value of truly independent and impartial financial advice and pride ourselves in building lasting, long-term professional relationships with our clients. We will act on our clients’ behalf in providing financial advice that will endure into the future and assist in the realisation of your goals.

Our services

We pride ourselves in building lasting professional client relationships and will act on your behalf to provide sound financial advice and assist in the realisation of your goals. We offer advice on most areas of financial planning, including pensions, investments, mortgages, retirement income, inheritance planning, long term care, and equity release.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

A V Trinity Ltd, 77 Mount Ephraim, Kent, Tunbridge Wells, TN4 8BS

Similar advisers near you

Raymond James
Independent Financial Adviser 0.22 mi
Your long term wealth is our prime concern. We believe a global perspective on your investments can reduce long-term deterioration of your wealth.
 
See profile
Fairstone Financial Management Ltd
Independent Financial Adviser 0.32 mi
We offer an independent, personal level of service delivering the highest standards of client care and advice.
 
See profile
Panoramic Wealth Management Ltd
Independent Financial Adviser 0.32 mi
Panoramic is operating fully and although we at present we not conducting face to face meetings. We can conduct meetings with you on Zoom or Teams and if preferred by of the phone to discuss your requirements
 
See profile
Halcyon Wealth
Restricted - whole of market 0.33 mi
A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.