Make smarter financial moves
At Talis Independent Financial Advisers, we are a family-owned and run business that has been actively supporting our personal and corporate clients for over 30 years. Our team of experienced independent financial advisers are dedicated to helping our clients make smart decisions about their money, leaving them organised, in control, and confident about their financial future.
Our Services
We offer a comprehensive range of services designed to support our clients in achieving their financial goals. For our personal clients, we provide expert advice on life insurance, wealth management, retirement planning, equity release, inheritance tax, healthcare, and mortgage advice. Our corporate clients benefit from our expertise in employee benefits, business advice, auto-enrolment, group personal pensions, group life insurance, investment advice for charities, and group private medical insurance. We also work with solicitors, accountants, estate agents, and property developers, providing tailored support to meet their specific needs.
Our Approach
At Talis, we take a holistic approach to financial planning, considering all aspects of our clients' financial situations to provide personalized advice that meets their unique needs. We believe in building long-term relationships with our clients, working closely with them to understand their goals, aspirations, and concerns. Our independent financial advisers are committed to providing impartial, expert advice, helping our clients to make informed decisions about their financial affairs.
Our Expertise
With over 30 years of experience, our team of independent financial advisers has a deep understanding of the complex financial landscape. We have a proven track record of helping our clients achieve their financial goals, whether that's planning for retirement, mitigating inheritance tax, or simply achieving financial peace of mind. Our expertise spans a broad range of areas, including investment management, tax planning, estate planning, and risk management.
Our Commitment
At Talis, we are committed to delivering exceptional service to our clients. We pride ourselves on our professionalism, integrity, and expertise, and we are dedicated to helping our clients achieve their financial goals. Whether you're a personal client or a business owner, we are here to support you every step of the way.
Expert Financial Advice
The reviews for Talis Independent Financial Advisors are overwhelmingly positive, with all 8 authors Awarding the company 5 stars. The advisors mentioned, including Rebecca, Nicolle, Hannah, David, James, and their teams, have received praise for their exceptional professionalism, expert knowledge, and personalized approach.
Impressive Customer Service
Understandably, customers appreciate the time and effort taken by the advisors to explain complex financial concepts and provide clear, concise advice. Moreover, their availability for queries and concerns is highlighted as a significant factor in building trust and confidence. The advisors are also commended for their courtesy, kindness, and overall pleasant demeanor.
Outstanding Results
Many reviewers have achieved impressive results, such as maximized pension potential, aligned pension pots, and a comprehensive retirement plan that instils confidence. Their advisors have taken the time to understand their unique financial situations and provide tailored solutions, making complex processes straightforward and manageable.
