Simon and Pam Webster founded Talis 20 years ago. The company now looks after nearly £90m – spread between scores of business clients and hundreds of private clients. Over that time the firm has qualified for chartered financial planner status; has grown to a team of twelve, has purchased premises in Ashford, opened a London office and invested in state of the art IT.
Simon himself has been a financial adviser all his working life – now over 30 years. Before Talis Simon spent 12 years with SunLife of Canada. Between 2000 and 2003 Simon was Chief Executive of fully listed national IFA businesses Berkeley Independent Advisers and Berry Birch & Noble.
Simon is a specialist financial planner and works with both corporate and private clients at all levels – he still really enjoys helping people with their financial concerns.