Talis hosts offices in London and the South East and is now one of the largest independent financial advice firms in Kent with 12, fully qualified independent financial advisers and including 4 chartered financial planners.
Here are our advisers:
James Cole
Managing Director
James has worked in financial services since the tender age of 18 starting at Norwich Union (now Aviva). His varied career has involved business development and consultancy roles specialising in pensions and investment management as well as financial advice. He joined Stennings in 2017 before buying the firm in 2019 and rebranding it to Talis.
Veronica Mann
Chartered Financial Planner
Veronica is double qualified as both a chartered and a certified financial planner. This makes her one of the best qualified financial advisers in the country – a fact we think that speaks for itself.
Check out Veronica’s own pages here.
John Symonds
Independent Financial Adviser
A former teacher, John is a fully qualified Independent Financial Adviser who hopes to achieve chartered status within the next few years. Check out John’s adviser page here.
Mark Jenkins
Chartered Financial Planner
Mark has been in the financial industry for over 30 years, and is a fellow of the Chartered Insurance Institute. He is the Technical Manager at Talis.
Kinnary Sitwala
Independent Financial Adviser
As a Financial Adviser, Kinnary can help you with all aspects of financial planning including managing your investments, Personal and Business Protection, Pensions, Retirement Planning, Estate Planning and Inheritance Tax. Read more about Kinnary here
Feel free to Contact Us to find out more about us.
We are based in Ashford & London and serve London and the whole of the South East.