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INFO@TARVOSWEALTH.CO.UK

  • Helping you to meet your clients' needs
  • Working in partnership with you
  • Maintaining client relationships for the future

SIFA PROFESSIONAL

As founding members of Solicitors for Independent Financial Advice (SIFA) and part of the SIFA Professional Directory of Professional IFAs, endorsed by the Law Society, Tarvos Wealth is the ideal firm for professional advisers to use to meet their duties as a trusted adviser. One can be sure that the following criteria are met:

  • Tarvos Wealth is independent of any product provider
  • Tarvos Wealth’ staff are highly qualified
  • Tarvos Wealth charges fees and accounts to clients for any commissions paid

The directory can be found at (www.sifalegal.co.uk).

As members of SIFA professional, Tarvos Wealth is able to offer:

  • Advice from ex-Law Society directors on compliance, organisation and business structures
  • Technical handbooks on financial services issues affecting lawyers’ work
  • Training on technical subjects
  • Client marketing material and newsletters and joint client seminars