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Financial planner

AV Trinity 77 Mount Ephraim, Royal Tunbridge Wells TN4 8BS

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5.0
Closed
Friday9AM–5PM

01892 612500

http://www.avtrinity.com/

77 Mount Ephraim, Tunbridge Wells TN4 8BS, United Kingdom

Apply Online

Services

  • Debt Management Counseling
  • Financial Planning
  • Home Purchasing Assistance
  • Insurance Annuity Investment Advisement
  • Insurance Purchase Consulting
  • Investment Advising
  • Mortgage Loan Application Assistance
  • Mortgage Loan Shopping Assistance
  • Mortgage Rate Shopping Assistance
  • Mortgage Refinancing Assistance
  • Retirement Savings Consulting
  • Tax Planning
  • Tax Problem Consulting
  • Wealth Management
  • Auto Enrolment Advice
  • Auto Enrolment Guidance
  • Bridging Finance
  • Business Mortgages
  • Business Protection Insurance
  • Buy To Let Mortgages

AV Trinity Reviews

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Steve Tunstead
5.0

My wife and I had an excellent experience with Laura and Emma in the mortgage department at AV Trinity. Laura offered first class advice tailored to our needs. We found them to be highly professional and efficient- the entire process from initial consultation through to drawing down of funds was managed incredibly well by the team, who ensured we were kept up to date at all stages. We can highly recommend AV Trinity to family and friends and will be sure to work with them again in the future.

S

Sarah Angus
5.0

Laura at AVTrinity was excellent throughout my house sale and purchase. She answered everything that I needed swiftly and was there with me every step of the way. We navigated so many bumps along the road including existing fixed rates, expiring offers, changes to stamp duty and new build property quirks. I would (and have already) highly recommend her to friends and family.

Response from the owner

Thanks so much Sarah. So glad we could help. Kind regards, Helen (Director)

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Christopher Gower
5.0

We had the pleasure of dealing with Laura at AV Trinity, who went above and beyond at every step during our mortgage application to make sure we were informed on the best options available to us, often meeting us after hours at a time that suited us. I would recommend Laura and AV Trinity to friends and family in the future for their professionallism and great service.

Response from the owner

Thanks for your lovely review Christopher. So glad we could be of help. I will pass your kind words to Laura and the team. All the best, Helen (Director)

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William Nicholls
5.0

Laura dealt with our complicated circumstances in an extraordinarily professional and supportive manner. Communications were precise, informative and always when she said they woud be which was a great relief given our narrow window of opportunity. 10/10 would recommend wholeheartedly, and we will certainly use her again for any future property transactions.

Response from the owner

Thank you William, this is very much appreciated.

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Jean Croft
5.0

My 9 year experience with AV Trinity has been very positive. All of the staff are friendly and helpful. I had a good rapport with my first Financial Planner, Louise Morris (now Managing Director) who put me at ease with the daunting journey into retirement planning, giving me good advice and information in a friendly, professional way. My Financial Planner is now Jack Finch with whom I have a good relationship. Jack is professional in his approach whist showing care and understanding of my circumstances. He always clarifies information and is happy to explain things further if necessary. I would highly recommend AV Trinity.

Response from the owner

Thank you so much for your lovely review Jean. I will pass your kind words on to the team and specifically Jack and Louise straight away. All the best, Helen (Director)

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evelyn wilson
5.0

My partner and I were recommended Laura by friends who had also used her previously and honestly, it was the best decision ever.My partner, who is self employed and I had a short time to find a mortgage with an advisor we could trust after being burnt the first time.Laura was quick to respond, understood our circumstances and after phenomenal research on the property, advised how best to proceed.Would 100% recommend and will be using her from here onwards.

Response from the owner

Thanks so much Evelyn!

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B
5.0

I was a first time buyer who was hoping to buy my first property alone, which was daunting and I was quite nervous about the whole process. Laura and Emma at AV Trinity was absolutely fantastic, from explaining my options through to the house purchase. Laura really guided me through the process, making sure i understood everything and assisted with all queries and issues that arose. They made me feel like no question was too small or silly. I would highly recommend to my friends and family and cannot thank them enough. I now have a new home 😊

Response from the owner

Thanks so much for your review. I’m so glad we were able to help. Wishing you the very best of luck in your new home - Helen (Director)

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Fidelma O'Malley
5.0

This is the first time I have had any dealings with a financial adviser and I have to say that Beth Wood at AV Trinity has been great.She has been on hand to advise me through the process of pensions and investments.She’s always available and responsive and is prepared to go the extra mile to help and guide me. I’m very impressed with Beth and AV Trinity.

Response from the owner

Hi Fidelma, we really appreciate your review. I will pass your kind words onto Beth. Kind regards, Helen (Director)

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Laurence Glaister
5.0

I would highly recommend AV Trinity. In this instance as a mortgage advisor, Laura was very helpful to myself as a first time buyer explaining everything at all steps and accommodating my need to have meetings at later hours. Further advice beyond the call of duty was also given to help in the circumstance that this is a process I have never been through before.The service I received was much greater than that of large well-known suppliers who were not interested in helping once the case gets a bit complicated.Many thanks to AV Trinity on this occasion, I hope to be able to use your services again should the need arise.

Response from the owner

I’m so glad we were able to help Laurence. Thanks so much for the glowing review. All the best, Helen (Director)

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Simon Barker
5.0

Jack Finch provided excellent service in setting up new pension structure. Great communication, timely response to questions, clear and articulate explanation of all matters, including charges. Super support from Laura, highly recommended.

Response from the owner

Thanks for your review Simon. So pleased Jack and Laura were able to advise and help you get things sorted. Kind regards, Helen Carey (Director)

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