You don't need to be a millionaire to need an independent financial adviser - and you don't need to be a millionaire to afford one either. Ensure you do not miss out on time sensitive allowances, that once they go are gone forever. We are always very happy to receive new enquiries, so if you need some independent financial advice (IFA) - why not contact us, request a call back or simply pick up the phone?
We love a good chat! We've been offering straight forward, independent financial advice, in plain English, for 30 years. The Talis team looks after over 100 million for private individuals, companies, charities and trusts. We'd be delighted to work with you. As we start to move out of lockdown many feel they are "starting over".
We love a good chat! We've been offering straight forward, independent financial advice, in plain English, for 30 years. The Talis team looks after over 100 million for private individuals, companies, charities and trusts. We'd be delighted to work with you. As we start to move out of lockdown many feel they are "starting over".
Services
Whilst we recognise that everyone is different, we couldn't help but notice there are certain similarities amongst our clients that are quite possibly in a similar position to you. Talis is a Kent and London based IFA firm providing friendly, helpful & impartial independent financial advice from the whole market.
Please Contact Us for further information. Feel free to Contact Us to find out more about our services for businesses and individuals. We are Independent Financial Advisers, we offer independent whole of market financial advice from our offices in Ashford also serving Maidstone & Canterbury in Kent.
As a personal client you may have money to invest or plans to make for retirement or inheritance. You may need to mitigate IHT, to arrange a mortgage, to arrange some family protection or health insurance; you may want to release equity from your home. Irrespective of your particular requirements Talis can almost certainly support and advise you.
Life insurance advice: we always quote and deliver at the best price from the whole market. Take advice from the life insurance experts and remember you should nearly always use a trust - ask us why! Transfer the financial risk of untimely death from family or colleagues to an insurance company. Just because you have a policy doesn't mean that you have enough.
Independent financial advisers describe the perfect investment as one that offers high capital growth, great income, no tax, no risk, no charges, instant access, 100% security and where the adviser works for nothing. We all know that no such investment exists so it becomes a compromise between these competing factors.
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