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THE TEAM

High quality advice requires the support of a high calibre team behind the scenes. Tarvos Wealth is fortunate in having highly experienced staff to support its advisers.

 

Karen Parker, Linda Hotham, Cassie Millington and Nick Dodd (Paraplanner)

Karen has been in the industry for 29 years and is qualified to Chartered level. She provides much of the technical support to the advisers, as well as filling a number of other vital roles in the advice process. Linda has been in the industry for 35 years and is qualified to Diploma level. She provides support to the advisers where her main role is researching, preparing and administering Financial Reports for clients. Cassie has 10 years industry experience, is qualified to Diploma level and is currently working towards becoming Chartered.  Nick has been in the industry for 22 years and is qualified to Diploma Level, though he is also studying to become Chartered. Both Cassie and Nick work along side the advisers providing technical support and attending client meetings.

 

Nicola Connelly, Rosie Davis and Sarah Bryant (Client Support)

Sarah and Nicola have between them some 30 years industry experience and have both been with us for over 10 years. Rosie has been with us for 3 years and studied Business Administration at Canterbury College completing her Apprenticeship with Tarvos Wealth. Rosie works as one of our administrators and provides support with marketing. Their role in administering our clients’ investments and policies is essential to the smooth running of a financial adviser firm such as Tarvos Wealth.