Independent Financial Advice that Makes a Real Difference

Expert help to realise your personal and financial goals

 

Welcome to Talis Independent Financial Advisors based in Northwood, Middlesex. Planning your finances so that you are maximising your investments, minimising your tax liabilities, and preparing realistically for later life is one of those tasks that can feel like a lot of work. Some people will happily take on the job themselves, but most need at least some help disentangling their finances and sourcing the most appropriate options.

No matter where you are in your life stage – whether you are just starting your career or are actively contemplating retirement – if you need friendly, impartial advice on your finances then we can help.

Many people worry that they don’t feel able to “organise” their own finances, and unless you do it for a living it can be really challenging to work out what the most appropriate course of action is. We’ll try to make sure that you don’t miss out on the opportunities. We can help with anything from planning your retirement to protecting the people you love, to finding a mortgage and any other personal financial concerns you may have all in plain English and with a dash of wisdom!

 

A Message About Covid-19

 

We are now being asked to Stay Alert. We hope that you are staying safe and well but understand that the present position has created significant stress for many people.
The UK government has announced a wide range of support packages for business. For up-to-date information, UK employers and business owners should visit the official guidance for employers and businesses.
But if you are experiencing a drastic change in your business finances or are at all worried about the impact of the current situation on your personal wealth, then please speak to us.
We’re happy to have a no-obligation chat to assess your circumstances and identify any changes you may need to make. Please just pick up the phone or ask for a call back at a time to suit you.

 

Free – Your 10 Point Retirement Plan

 

Since 2015 we have all been allowed to decide for ourselves what to do with our private pension savings – within certain parameters. But while this may sound like good news for some, for others deciding what to do with what is sometimes a significant sum of money,  feels like a big risk.

Talis’s Veronica Mann is a member of SOLLA – the Society for Later Life Advisors – and has decades of experience advising individuals from all walks of life about retirement and later life planning. She is a contributor to a new report Partner Retirement in Law Firms priced at £95. Don’t be distracted by the title – anyone can benefit from the advice and details it contains. And you can get her chapter “Your 10 Point Retirement Plan” free of charge. Just contact us to find out more.

We’ve been offering straight forward, independent financial advice, in plain English, for over 25 years. So now, the Talis team looks after over £100 million for private individuals, companies, charities and trusts. We’d be delighted to work with you.

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 are always happy to chat.

 

Personal Actions

 

Talis Essential Personal Catalogue

Download the interactive Talis Essential Personal Catalogue

During our coronavirus  ‘lock down’  lots of people are finding time to take stock and think about organising their affairs.
The Talis Personal Essential Catalogue, will let you capture all the information you need for your future and also for those who follow you.
Please download it, fill it in and keep it updated and somewhere safe.

Talk to the team at Talis and make your next financial move a smart one!

Request a Call Back

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