A V Trinity Limited

Independent Financial Adviser  A V Trinity Ltd, Kent, Tunbridge Wells, TN4 8BS
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FCA authorised
Last authorised 16th November 2020
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Louise Morris
Managing Director & Chartered Financial Planner
Sarah Demman
Chartered Financial Planner
Frank Harewood
Chartered Financial Planner
Louise Baughan
Chartered Financial Planner
Jack Finch
Financial Planner
Bethany Wood
Financial Planner
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
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    Telephone
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    Online (Live chat, video, email)
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    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

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