AV Trinity
AV Trinity is an Independent Chartered Financial Planning firm and Mortgage Broker based in Tunbridge Wells, Kent. They offer financial advice to individuals, professionals, and businesses across Kent, East Sussex, and the UK.
- Equity release
- Pensions advice
- Mortgage advice
- Investment advice
- Business protection
- Inheritance tax planning
Locations
Digital Popularity
Social Media
Available on
Competitors
Ascot Lloyd is an independent financial advisory firm that focuses on comprehensive financial planning to help clients achieve their financial goals.
Sterling & Law is a firm of independent financial advisers offering wealth planning advice to clients at various stages of their lives.
Field and Marshal Mortgages provides expert guidance and trusted financial advice tailored to customers' mortgage needs.
Company Details
AV Trinity is operated by Av Trinity Limited and is a Active company incorporated on 21 April 1986 with the registered office located in Tunbridge Wells, Kent. Av Trinity Limited was registered 39 years ago.
Status
Active
Size
Small
Directors
5
Age
39 years old
Employees
20
Turnover
Unreported
Total Assets
£864.52K
Cash in Bank
£690.26K
Total Liabilities
-£181.17K
Teams
15
7
4
2
2
2
3
Non Executive Director • Joined Aug 2023
Managing Director
Business Support Manager • Joined May 1997
Paraplanning Team Manager • Joined Nov 2017
PA/Office Manager • Joined May 2017
Compliance And Operations Director • Joined Oct 2019
Chartered Financial Planner And Relationship Manager • Joined Jan 2020
Paraplanning Support • Joined Oct 2024
Mortgage & Protection Adviser • Joined Oct 2021
Para-planning Support Administration • Joined Feb 2020
Compliance And Operations Director • Joined Oct 2019
Mortgage & Protection Adviser • Joined Oct 2021
Mortgage Adviser • Joined Oct 2019
Chartered Financial Planner • Joined May 2011
Chartered Financial Planner • Joined Sep 2015
Paraplanner • Joined Sep 2018
Financial Planner • Joined Aug 2019
Managing Director
Paraplanning Team Manager • Joined Nov 2017
PA/Office Manager • Joined May 2017
Compliance And Operations Director • Joined Oct 2019
Non Executive Director • Joined Aug 2023
Managing Director
Paraplanning Support • Joined Oct 2024
Mortgage Adviser • Joined Oct 2019
Business Support Manager • Joined May 1997
PA/Office Manager • Joined May 2017
Head Of Advice & Compliance • Joined Apr 2018
Chartered Financial Planner, IFA, Financial Planner,Wealth Management • Joined Nov 2015
Para-planning Support Administration • Joined Feb 2020
View 15 members