Finding the right mortgage, one consultation at a time.
AV Trinity is an independent Chartered Financial Planning firm based in Tunbridge Wells, Kent. We proudly serve individuals, professionals, and businesses across Kent, East Sussex, and the wider UK. Our team of experienced and approachable Independent Financial Advisers (IFAs) will work with you to understand your unique financial goals and aspirations, and to develop a tailored plan to achieve them.
Private Clients
- Comprehensive financial planning covering all aspects of your financial life.
- Dedicated individual attention and a focus on building lasting relationships.
- Access to expert advice on retirement planning, investments, mortgages, equity release, care fees, inheritance tax planning, and more.
Corporate Clients
- Strategic financial guidance for businesses at every stage of their lifecycle.
- Assistance with start-up, growth, and succession planning.
- Comprehensive financial risk management strategies.
Professional Partners
- Collaboration with leading organisations to provide their clients with seamless and holistic financial support.
- Access to a network of trusted professionals, including accountants, lawyers, and estate agents.
Our Values
At AV Trinity, we value:
- Integrity: We act with honesty, transparency, and always put our clients' interests first.
- Professionalism: We adhere to the highest ethical standards and industry best practices.
- Client Focus: We provide individually tailored solutions and prioritize client communication.
- Collaboration: We work in partnership with our clients and other professionals to achieve optimal outcomes.
Our Commitment
We are committed to providing:
- Accessible and jargon-free financial advice: We believe financial planning should be clear and understandable.
- A holistic approach to wealth management: We consider all aspects of your financial life to make informed recommendations.
- Long-term relationships: We are committed to supporting you throughout your financial journey.
Contact Us
To learn more about AV Trinity and how we can help you achieve your financial goals, contact us today for a free consultation.
Exceptional Service from AV Trinity
AV Trinity's team of experts have consistently demonstrated exceptional service and expertise in helping clients navigate complex financial matters. The reviews highlight the team's ability to provide personalized attention, patience, and thorough explanations of the process and options available.
Real-life Testimonials
From initial consultations to securing mortgage deals, the AV Trinity team has consistently impressed clients with their professionalism, efficiency, and commitment to finding the best solutions. Whether it's first-time buyers, remortgaging, or navigating complex financial situations, the team has gone above and beyond to deliver exceptional results.
Key Themes
- Personalized service and attention to clients' needs
- Thorough explanations of the process and options available
- Expertise in navigating complex financial matters
- Efficiency and promptness in responding to client queries
- Proactivity in finding the best solutions for clients
