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. We’ve been offering straightforward advice in plain English for over 30 years.
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 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.
If you’re worried about your current or future personal wealth – please just pick up the phone 02085810088 or ask for a call back at a time to suit you.
Read what our clients say about us and how we have helped them with planning and managing their finances
Since 2015 we have been able to use our personal pensions with choice and flexibility. Deciding what to do and how to manage a significant sum of money could feel 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. You can get Your 10 Point Retirement Plan free of charge. Just contact us to find out more.
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? Call on 02085810088. We are always happy to chat
Do you know where ALL your investments and assets are held? Now is the perfect time to take stock and consider. The Talis Personal Essential Catalogue, will help you capture all the information you need for your future and importantly 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!
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