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.

chartered financial planners logo

Who we are…

Based in the heart of Canterbury, we have spent the last 24 years supporting individuals, businesses and professionals with truly independent financial advice.

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)

Latest News

All News

Latest news from Tarvos Wealth

Volatile Markets 29.05.2020

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 stop...

Read More

Volatile Markets 26.05.2020

I like this short but sweet commentary from Chris. We are aware that equity markets are much cheaper than they were three months ago, but there is still cause for caution and clearly there are parts o...

Read More

Volatile Markets 18.05.2020

Quite rightly Jason and his team recommend a sensible and reasonably cautious approach going forward. It is attractive to invest with markets at a lower level than they where three months ago, but not...

Read More

Volatile Markets 07.05.2020

Our blog this week is a more technical article from Chris Fleming explaining the variable information that investment managers must take on board when deciding when to increase the portfolios’ expos...

Read More