Tarvos For Individuals

Our Service

Finding financial solutions that you understand, supporting your objectives and ultimately help you feel at ease are what we set out to achieve at Tarvos

Together with your dedicated advisor, we undertake a comprehensive process to fully understand what it is that you want your money to help you do and we’ll map out a plan to try and make those ambitions materialise. 

By understanding your lifestyle, what type of investments you feel comfortable placing your funds into and identifying what you have planned in the future, we can recommend the options that suit you best.

We are completely independent of any bank, investment or life assurance providers and that allows us to recommend only the best solutions for you based on your specific needs and ambitions. 

Advice and service doesn’t stop after our initial meetings. We pride ourselves on providing you with ongoing support and we will review your pensions and investments at least once a year. We’ll keep you up to date with valuations and if anything changes, including your circumstances, our team will recommend what to do next.

Download | Client Agreement

Areas We Can Help

Investment Advice – accumulating wealth
Retirement Options – for those reaching retirement age
Retirement Funding – for those building up funds
Protection – for you and your family
Divorcing or Separating – how to divide investments and pensions
Trustee investment – helping you understand your duties and providing suitable solutions
Tax planning – for reducing income tax, capital gains tax or inheritance tax
Care Fees Funding – for individuals that need to fund their care costs

Guide For New Investors

If you have never invested before and haven’t spent time with an advisor, it can sometimes be daunting.

That is why we’ve put together *this guide* that you can read before setting foot in our office. 

Of course, if you have any questions before you book an appointment, don’t hesitate to contact us.

Tarvos Wealth provides Independent Financial Advice to professionals such as lawyers and accountants, and their clients.

Download | A Guide for New Investors