Response rating
10/10
FCA verified
13th November 2017

Av Trinity Limited

Independent Financial Adviser A V Trinity Ltd, 77 Mount Ephraim, Kent, Tunbridge Wells, TN4 8BS
First meeting at adviser's own cost
Est in 1984 AVT are Chartered Financial Planners giving high quality advice - with measurable results.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Group pensions
    • Wealth management
    • Buy to let
    • Commercial for individuals
    • Equity release
    • Remortgage
    • Residential
    • Long term care
Meet our advisers
Louise Morris Dip PFS
Director & Chartered Financial Planner
Accreditations
Chartered Financial Planner
Cliff Patterson
Compliance Director & Chartered Financial Planner
Accreditations
Chartered Financial Planner
Julie Lavers APFS, Chartered Financial Planner
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Sarah Demmon APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Louise Baughan Dip PFS
Senior Independent Financial Adviser
Cammas MacCormick
Independent Financial Adviser
Frank Harewood
Independent Financial Adviser
Philip Kurzeja
Independent Financial Adviser
Where to find us
About us

AV Trinity are award winning Chartered Financial Planners who for many years have provided wealth management expertise in the key areas of pensions, tax and estate planning. This, together with detailed investment and retirement advice, is the foundation upon which our comprehensive service is built.
For our clients we are the structural engineers involved in many of the critical building blocks of financial life. Our investment strategies for individuals, companies, trusts and charities make us the necessary specialists and all round provider for solid financial expertise.
We are fortunate that we have a number of highly qualified female advisers which has helped us to develop niche areas of expertise for female business owners and divorcees where we act with clarity, sensitivity and discretion.
A first meeting with one of our advisers is always at our cost and we hope to welcome you here soon. Even if you would just like to call in for a coffee to find out more about AV Trinity we will be delighted to see you and there is unrestricted parking right outside our office

Our services

We establish a client's objectives, provide a proactive and innovative service adding real value, giving high quality advice and outstanding professional service. We always discuss fees at your complimentary initial meeting before seeking commitment and you can have these fees deducted directly from your portfolio or invoiced direct. Our clients are from diverse backgrounds with objectives ranging from retirement planning to wealth / estate preservation once retired. The common thread is that all of our clients desire outstanding service, bespoke advice and the high degree of technical competence that a Chartered firm like AV Trinity provides.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

AV Trinity has an ‘in-house’ compliance department with a dedicated Compliance Director to oversee all financial activities. For most IFA’s, compliance services are typically delivered remotely via an external consultant.

Our compliance director Cliff Patterson Cliff is a Fellow of the Personal Finance Society as well as a Chartered Financial Planner. He also holds the advanced pension planning qualification, AF3.

Cliff has worked in Financial Services for over 25 years and during that time has gained a wealth of knowledge and experience working within large insurance companies and Independent Financial Advisers, both as an adviser and in management roles. He has worked extensively with personal clients and with the directors and staff of large, medium and small employers and employees. Cliff has also assisted the Chartered Insurance Institute’s examination department, helping to develop and scrutinise examinations.

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