AV Trinity | Chartered Financial Planners (IFA) & Mortgage Brokers
AV Trinity Chartered Financial Planners (IFA) & Mortgage Brokers is a financial services company located in Tunbridge Wells, England. They specialize in providing financial advising services, financial planning, investment banking, mortgage lending, and private equity services. With a team of experienced professionals, AV Trinity offers a range of financial services to help clients achieve their financial goals.
Introduction to AV Trinity Chartered Financial Planners (IFA) & Mortgage Brokers
AV Trinity Chartered Financial Planners (IFA) & Mortgage Brokers is a financial services company located in Tunbridge Wells, England. The company was founded with the purpose of providing expert financial advice and guidance to individuals and businesses. What sets AV Trinity apart from other financial advising services is their status as a Chartered Financial Planner and their ability to offer both financial planning and mortgage broker services.Services & products
AV Trinity offers a wide range of financial services including financial planning, investment banking, mortgage lending, and private equity firms. Their financial planning services include retirement planning, tax planning, and estate planning. The company's mortgage broker services involve working with clients to find the best mortgage options available to them.Location
AV Trinity is located in Tunbridge Wells, a charming town in England. The area is known for its boutique shops, cafes, and restaurants. Public transportation options in the area include the Tunbridge Wells train station, which is just a short walk from the company's location, as well as several bus stops. The three closest public transportation options are the Tunbridge Wells train station (0.5 miles), the Crescent Road bus stop (0.2 miles), and the Mount Ephraim bus stop (0.1 miles).Benefits
Customers should choose AV Trinity because of their status as a Chartered Financial Planner, which means that they have met rigorous professional standards and adhere to a strict code of ethics. The company's ability to offer both financial planning and mortgage broker services makes them a one-stop-shop for all financial needs. AV Trinity is dedicated to providing personalized service to each of their clients and working with them to create a customized financial plan that fits their unique needs.Good to know
Customers should be aware that AV Trinity is committed to providing transparent and unbiased financial advice. They do not receive commission for recommending specific financial products, which means that their advice is solely focused on what is best for the client.Reviews
Customers rave about the exceptional service they receive from AV Trinity. They appreciate the company's attention to detail and personalized approach to financial planning. Many clients have mentioned that they feel confident in their financial future thanks to the guidance and expertise of AV Trinity's team.FAQ
What types of mortgages do you offer and what are their rates?
We offer a range of mortgage options including fixed-rate, variable-rate, and interest-only mortgages. Our rates vary depending on the type of mortgage and the individual circumstances of the borrower. We work to find the best mortgage solution for each client's unique situation, and we always provide transparent and competitive pricing.How does your company identify potential investment opportunities in the private equity market?
Our team of experienced professionals uses a variety of methods to identify potential investment opportunities in the private equity market. We conduct extensive research and analysis of market trends, financial performance, and industry developments. We also maintain a strong network of industry contacts and use our expertise to evaluate the potential risks and benefits of each investment opportunity.How do you charge for your services and what are the fees?
We offer a range of financial advising and mortgage brokering services, and our fees vary depending on the specific services provided. We always provide transparent pricing and work with each client to find a fee structure that meets their needs and budget. We believe in providing high-quality services at a fair and reasonable cost.What is your approach to managing risk in private equity investments?
We take a comprehensive and disciplined approach to managing risk in private equity investments. We conduct thorough due diligence on each investment opportunity and carefully evaluate potential risks and rewards. We also work to diversify our portfolio and implement risk management strategies to help mitigate potential losses. Our goal is to help our clients achieve their investment objectives while minimizing risk.Can you provide references or testimonials from satisfied clients?
Yes, we are proud of our track record of providing high-quality financial advising and mortgage brokering services to satisfied clients. We have many positive reviews and testimonials from past clients, and we are happy to provide references upon request. We believe that our commitment to excellence and client satisfaction sets us apart from other financial firms.Reviews
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Nicola Taylor
Extremely professional and fantastic service from start to finish. Highly recommend. Thank you Emma and Laura.
27-05-2023
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Mark Persad
We have been clients of AV Trinity for 5 years. In that time we have sought their advice with regard to pensions (a SIPP and a personal pension), general financial and retirement planning and securing a mortgage. Their standards of service and professionalism are, in all respects, exceptional and we have had no hesitation in recommending them to family and friends.
27-05-2023
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Rob Lewis
My wife and I have used AV Trinity for financial / pensions advice since 2018, and couldn’t be happier with the service. Our adviser (Beth) is diligent, knowledgeable and professional, and the service she provides is excellent. In particular her proactive attention to my portfolio stands out as an exemplar – whenever societal/ government changes have potential to impact on my situation she is (on every occasion) proactively engaged with providing the best outcome or options for her client. I strongly recommend AV Trinity to anybody who needs financial or pension advice.
20-05-2023
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Chris Walker
AVT have taken great care of our financial and investment affairs for many years and we have never had any doubt about the wisdom and effectiveness of their guidance. The advisors have changed from time to time, but the high quality of the advice is always maintained.
17-05-2023
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Mark Chapman
I have known and been using AVT for my financial and associated fund management advice for nearly 25 years. Louise Baughan has been personally advising me and handling my affairs for more than 15 years. Having now been retired for approaching 7 years, I can honestly say that a significant part of my relatively comfortable financial position is down to AVT, and absolutely a consequence of Louise’s knowledge, guidance and advice. Quite apart from being highly personable, she manages to combine the ability to be sensitive to one’s specific circumstances and needs, with a laser straight focus on objectives and a refreshingly direct style of advice. Louise’s back-up staff are also totally on the ball, polite, professional and very helpful. I have no hesitation in recommending both Louise specifically and AVT generally.
17-05-2023
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Jane Walters
I have recently retired & Sarah Demmon, a pension advisor, was recommended to me by my cousin who has used this firm, & Sarah, herself previously. I had moved around & switched organisations during my career, thus had 5 pension pots to be considered, which varied in how they could / should be best utilised to obtain maximum benefits going forward. I had an initial consultation with Sarah during which she gave a brief overview of the plans themselves & how she would review such with the providers prior to making her recommendations. Sarah looked at all aspects of my current lifestyle, future requirements & also conducted a risk assessment to ascertain my appetite for risk, all of which she considered when finally suggesting a path forward. I cannot recommend Sarah highly enough. She is professional, knowledgeable & very friendly. Her suggestions were clearly explained to me & I was happy to proceed. I had two face to face meetings with Sarah & was kept in the loop at all times via email. She assisted with the completion of the necessary paperwork which was very helpful. In short, I would recommend AV Trinity & in particular Sarah. They offer ongoing support & are always availability to assist when needed. Thank you Sarah, for making walking through a potential minefield of technical information a pleasant & simple process for me by undertaking all the hard work. Much appreciated!
17-05-2023
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David French
I have been a client for several years now. A very professional service has been provided, along with excellent pensions advice. I would recommend them based on my experience.
17-05-2023
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Maryann Covington
Laura Ashby has been incredible and such a support to me after I was given some very bad financial advice elsewhere. She's helped me at all hours to put together an action plan to get myself back on track and somehow managed to get me into an even better position than I was in before with some new policies. I really can't thank her and AV Trinity enough.
17-05-2023
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Robert “Jim” Lindsay
What a great firm to deal with, my advisor and his staff have been a pleasure, their attention to detail knows no bounds. They listen, they act and never disappoint. Their fees are fair and totally transparent. I have no hesitation in recommending AV Trinity for the best financial planning you will ever need.
17-05-2023
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Ruth Pressley
I have been advised by AV Trinity for many years and most recently by Beth. She has been excellent in explaining things and answering any queries in simple and easy to understand terms. I would not ever consider looking elsewhere for financial assistance. Many thanks,
17-04-2023
