Tarvos Wealth

We are an independent Chartered Financial Planning firm providing financial advice to individuals and businesses.

Updated:
18 February 2015
Location:
South East
Sectors:
Finance
Local Alliances:
Kent Dementia Action Alliance, Canterbury Dementia Action Alliance

1. Action Plan

 

1. The National Dementia Declaration lists a number of outcomes that we are seeking to achieve for people with dementia and their carers. How would you describe your organisation’s role in delivering better outcomes for people with dementia and their carers?

We have an accredited Later Life Adviser with the specialist skills and knowledge to advise individuals in all stages of later life.  This includes providing advice to individuals with dementia and their families or legal representatives.  Proper financial planning at this stage in life is very important and particularly so if care fees are payable.  The right advice can make a huge difference.  We also have a Dementia Champion working as part of the Alzheimers Society initiative to raise awareness and understanding of dementia in our communities.

2. What are the challenges to delivering these outcomes from the perspective of your organisation?

Making sure that individuals know that there is specialist advice available and where to find it is a key challenge in this area.  We have a member of the Society of Later Life Advisers which aims to get information to consumers and to find an accredited adviser in their local area.

2. Actions

  • Provision of Dementia Friends information sessions to all staff members across Canterbury, Whitstable and Thames Gateway

    Status:
    Delivery

    2013 Fourth Quarter Update

    New member

    2014 First Quarter Update

    2014 Second Quarter Update

  • Plan and advertise Dementia Friends information sessions to the public for the Canterbury area

    Status:
    Implementation

    2013 Fourth Quarter Update

    New member

    2014 First Quarter Update

    2014 Second Quarter Update

  • Offer Dementia Friends information sessions to local businesses where required

    Status:
    Planning

    2013 Fourth Quarter Update

    New member

    2014 First Quarter Update

    2014 Second Quarter Update