Av Trinity Limited

Independent Financial Adviser Covering East Devon, Exmouth, EX10 0QJ
FCA verified
10th December 2018
I am a Chartered financial Planner
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Julie Lavers APFS, Chartered Financial Planner
Consultant
Where to find us

Covering East Devon, Exmouth, EX10 0QJ

About us

We are a well established firm of Independent Financial Advisors. We advise on all aspects of personal financial planning. I specialise in pension planning, technical analysis of pension sharing in divorce, and structuring of pension benefits.

Our services

Intelligent Independent Financial Advice

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

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