T. 01227 761177

INFO@TARVOSWEALTH.CO.UK

SIMON LUDDEN Dip PFS, BA(Hons) Law – MANAGING DIRECTOR

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Simon Ludden has over 30 years’ experience in financial services, having originally studied law. For the past 20 years Simon has worked in the legal profession, advising the clients of law firms on most areas of investment and tax planning. As a financial adviser, Simon pays particular attention to clients’ attitude to risk and their tax position.

He also undertakes full financial planning advice for companies and individuals, specializing in pensions and savings as well as protection against untimely death and incapacity.

Simon has taken on the role of treasurer of the East Kent Collaborative Law Pod (aroundthetable), a group of family lawyers dedicated to a less confrontational style of divorce process. He advises regularly on the financial aspects of both contested and non-contested divorces, and is an affiliated member of Resolution.

Simon has experience in tax mitigation and sheltering schemes and is also qualified to provide advice on corporate pensions including transfers.

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