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 and Linda Hotham (Paraplanner)
Karen has been in the industry for 27 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 33 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.
India Gilby, 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. India has been working in financial services for four years and has a banking background. She has recently achieved the Certificate in Financial Services. Rosie recently finished her apprenticeship and is currently studying Business Administration at Canterbury College. Their role in administering our clients’ investments and policies is essential to the smooth running of a financial adviser firm such as Tarvos Wealth.