Please take a moment to browse our latest Bulletin. This contains articles on several of the key areas on which we advise such as pensions and divorce, funding for long term care and using pensions to purchase commercial property. These articles are all written by our own advisers and are based on our many combined years of experience advising clients and other professionals.

If you would like to receive future Bulletins please contact us either through this website or directly. 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.

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Services

Meet the Team Report

Simon Ludden has over 30 years' experience in financial services, having originally studied law. For the past 20 years Simon has worked in the legal profession, advising the clients of law firms on most areas of investment and tax planning. As a financial adviser, Simon pays particular attention to clients' attitude to risk and their tax position.

For Individuals Report

Finding financial solutions that you understand, supporting your objectives and ultimately helping you to feel at ease is what we set out to achieve at Tarvos. Together with your dedicated adviser, 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.

For Business Report

Building up a business isn't easy, it takes great dedication and belief in what you are doing, not to speak of the long hours, financial worry and physical strain it can cause. However, those who are successful in their chosen path of running their own small, medium or large enterprise are generally very proud of their achievements and have a desire to ensure that the business continues to go from strength to strength.

For Professionals Report

We work closely with professionals in the law and accountancy industry, providing complimentary services. Between them, our two senior advisers 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 adviser and client.

Investment Services Report

Here at Tarvos Wealth we are independent and, as such, free to recommend options from the entire market. Our highly qualified investment team maintain a broad range of investment solutions in order to better serve and meet your needs. Your portfolio is built around your objectives, with each fund monitored and maintained by our carefully selected partners.

Reviews (2)

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Vet U. Thanet

Sep 17, 2018

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Tarvos Wealth have been fantastic in giving advice about our pensions. They did all the investigations and paperwork involved in consolidating our previous pensions and gave sound advice on how best to go about future investments. We were kept updated every step of the way and everything was well explained. No problem was too small for them to solve. Highly recommended.

Paul Humphries

Oct 10, 2017

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If you need advise regarding managing your savings , investments and retirement funding then Tarvos Wealth as the people to contact