Talis Financial Advisers is a London based IFA firm providing friendly, helpful & impartial independent financial advice from the whole market.We look after over £100 million of client money of which £65 million is invested in our portfolio service. Our directors have over 60 years professional experience between them.
We were originally founded as an IFA by husband and wife team Simon and Pam Webster in 1994 and we now have a team of over 20!
Follow this link for our Menu of Services.
CHARTERED FINANCIAL PLANNERS
Talis IFA are Chartered Financial Planners. This elite professional qualification is only awarded to firms meeting the stringent criteria of the Chartered Insurance Institute for:
- Business proficiency
- Ethical standards
There are around 5,000 IFA firms in the UK there are only about 750 chartered financial planning firms.This is something that really makes Talis‘ IFA service to clients stand out.
Whether you are a personal or a business client we guarantee all our clients the highest standards of professionalism.
Our experience as IFAs and our qualifications demonstrate that we are able to advise across all areas:
Click here to learn more about the Value of IFA Advice.
Our role is to help our clients manage all aspects of their personal and corporate/ business finances, liaising with other disciplines as required. We do not specialise in one narrow field because to do so would rule out other areas that are inextricably linked. We believe that being a financial adviser across all areas is a specialism in itself and to narrow it down further does clients a grave disservice.
Finally, feel free to Contact Us to find out more about our IFA services for businesses and individuals.