We work closely with professionals in the law and accountancy industry, providing complimentary services.
Between them, our two senior advisors have almost 40 years experience working directly with lawyers. They have developed their skills within a professional environment and understand the importance of the relationship between advisor and client. Tarvos Wealth has a number of areas of specialism which dovetail with legal and accountancy advice and can add real value to professional client relationships, meeting clients’ needs both now and in the future.
As a result of the Legal Services Act 2007, lawyers are now competing with retailers and non-legal professionals for business. We believe that solicitors will need to provide a comprehensive service to their clients thereby securing their role as trusted advisers. Lawyers should be including access to Independent Financial Advice within their scope of services, as many legal issues can be further enhanced by taking appropriate financial advice.
In addition, we are supported by SIFA to ensure we are up to date on all the latest changes in the professional legal world. You can find us listed on the SIFA directory which is endorsed by the Law Society.
By introducing Tarvos Wealth to your clients, you can enhance your proposition by ensuring they have suitable arrangements in place above and beyond your current services.
Our client engagement document provides information about our service and details about how we charge fees.