Financial Planning Kent
We are based in Canterbury, Kent and specialise in providing Financial Planning advice to the clients of solicitors and accountants. We understand the level of service and attention to detail clients expect from a trusted adviser.
As a firm of Chartered Financial Planners we fiercely champion the concept that professional advisers of all kinds including lawyers and accountants should offer independent advice to their clients, including financial advice. This is the only way that professional advisers can be sure that advice is both unbiased and suitable.
We have 24 years’ worth of expertise in working with professionals, particularly lawyers. Whether you are a professional adviser, an individual or a business, at Tarvos Wealth we have the expertise and skills to provide you with financial planning solutions to meet your needs.
Financial Planning for Businesses
At Tarvos Wealth we understand the requirements of business owners, but we feel that many do not realise what help there is available for them. So many businesses are at risk of falling apart if the unthinkable happens. With careful planning it need not be the case. We advise on:
- Keyperson protection
- Shareholder or partnership protection
- Protection for business debts
- Director and staff pension plans
- Tax efficient property purchase
Financial Planning for Individuals
Here at Tarvos Wealth, we understand that everyone is different and each person’s needs are unique. That is why we put your needs at the heart of our advice process. You can be sure that you will receive advice which is unique to you, tailored for your own circumstances in any of the following areas:
- Investing now for building up funds for the future.
- Retirement planning
- Taking retirement benefits
- Separation/Divorce planning
- Protecting you and your family
- Care fees funding
- Tax planning
Tarvos Wealth – Watling Chambers, 18-19 Watling Street, Canterbury Kent CT1 2UA