Compliance, Legal & Pricing

Our legal obligations and pricing policy are presented in Client Agreement 202001

Talis Financial Advisers Limited are independent financial advisers providing independent financial advice on all aspects of investment, retirement, mortgages, insurance and healthcare.

NB: Most of the banks and building societies and all of the insurance companies have to disclose that they are agents of the companies they represent and that they work for their employer not for their clients. If you do not complete a policy with them, they do not get paid.

Our policy at Talis is clear and open: We are INDEPENDENT financial advisers; you tell us what you want us to do and we will tell you what it will cost. We will then give you options as to how we are remunerated.

We are always delighted to work on a fee-only basis.

We carry significant professional indemnity insurance so if things go wrong you are covered.

Should our company or our PI fail you have further protection from the Financial Services Compensation Scheme (FSCS).

In the event of a dispute you may refer any complaint to the Financial Ombudsman Service (FOS). However to be clear you first need to complain to us. We will always do our best to resolve any issues amicably but you can then go to FOS if you disagree with our final decision.

Client Agreement 202001

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