Covid – 19 and financial advice
There is, of course, a huge amount of information regarding the health concerns of the current crisis. However less is said about the financial impact on many people. The majority of our clients rely on us to guide them through these difficult times. Sometimes it is just calming the nerves of worried investors, at other times it could be looking at how to reconstruct retirement income in a time of great volatility.
They already realise that we are still there for them. However, we are also available to speak to any of the clients of our professional connections, who need financial advice during these difficult times. We realise that you are still trying to operate your businesses and we are there to support you wherever we can and hopefully being able to access sound financial advice to your clients is an added value they will appreciate.
Most of our staff are now working remotely from home, although we will maintain a small presence in the middle of Canterbury. At all times we hope to have at least one adviser in the office to deal with any immediate enquiries.
Regular Investment Update
We have focused a great deal recently on clients who are taking regular income. Where it is not crucial to someone’s lifestyle or wellbeing, we have broached the possibility of reducing or even stopping that income. Firstly, so as not to put more pressure on their investments in difficult times, but secondly, as Andrew explains below, natural income will certainly be more difficult to achieve in the near future at least. So, let’s look at how the investment management team is approaching managing an income portfolio in the current climate?
This the summary of the most recent market view from Chris Fleming, Square Mile that looks after many of our portfolios. For the full article please look at our latest blog (below). We will be updating this weekly.
Who we are…
Our team spend time with you, understanding your financial objectives, matching what you need with the services we offer and always providing honest, unbiased advice.
We appreciate that the world of financial services, pensions, and investments can sometimes be confusing but, when tackled effectively and professionally, yield huge benefits. Our years of experience allows us to guide you through the numerous options available, safe in the knowledge we have your best interests at heart
Every single client is different, if you would like to discuss how we can help you, don’t hesitate to contact a member of the team.
Tarvos Wealth Limited is authorised and regulated by the Financial Conduct Authority (FCA)