Tracy Furminger, Tarvos Wealth

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Tarvos Wealth
Member of the Canterbury BoB Club

Tarvos Wealth Independent Financial Adviser
Watling Chambers
18-19 Watling Street
Looking for clients who wish to grow, manage and safeguard their wealth.

Business Description

Tracy Furminger

Financial Adviser

Tarvos Wealth started life over 20 years’ ago as the Financial Services Department in a law firm, providing financial planning advice to clients of the firm.  In 2012, we re-branded the department as Tarvos Wealth and now market our services more broadly to professional connections, private individuals and companies.

We are proud of the credentials:

  • Chartered Financial Planner Firm
  • Independent Financial Advisers
  • Listed on the Law Society Directory of Professional Advisers

Our Core Values and Business Proposition are:

  • To treat clients with sensitivity and confidentiality
  • To listen to our clients’ needs and provide recommendations to meet those needs
  • To establish and develop lasting client relationships
  • To keep clients informed during the advice process
  • To review clients’ investments on an annual basis
  • To be clear about the suitability of recommendations made
  • To ensure that all reports and documents are clear and not misleading
  • To keep abreast of all market and regulatory changes
  • To maintain a positive, friendly and enthusiastic working environment

Our Team

We operate a team based approach to the service we provide.  Working closely alongside our three advisers on our clients’ matters is a dedicated, enthusiastic and friendly team of support staff.  They will be pleased to assist you with any query, if your adviser is unavailable.