AV Trinity Ltd Information

AV Trinity is an independent, privately owned Chartered financial advice firm, established in Tunbridge Wells in 1986. We advise individuals, families and businesses across Kent, East Sussex and the wider UK. We provide fixed-fee, whole-of-market advice through salaried advisers. That means our recommendations are based on your needs, objectives and circumstances, not on product sales or a percentage of your assets. We are proud to hold corporate Chartered status. Fewer than 600 UK financial planning firms were reported to hold this distinction as of January 2025, in an FCA-regulated advice market of around 4,100 firms. Chartered status reflects our commitment to professional conduct, ethical practice, technical competence and continuous development. Our services cover pensions, investments, mortgages, protection, inheritance tax planning, equity release, care fees and specialist divorce financial planning. Established in 1986, AV Trinity remains privately owned by the people who run it. We have built long-term relationships with individuals, families, business owners and professional partners across Kent, East Sussex and the wider UK. Personalised financial advice, for every stage of life.