Solicitors need independent financial advice and so too do their clients. At Talis Independent Financial Advisers we have been offering impartial, whole of market, fee based independent financial advice to solicitors and their clients for over 20 years.
This will include Family protection matters, divorce and pension analysis, cash flow modelling to help families work out what they really need now and in the future, advice on trust and trustee investments. We also have substantial experience relating to small businesses, company shareholder and partnership protection and their particular financial planning requirements. And of course Inheritance Tax Planning and Provision for Care Fees.
We work with many clients who hold Power of Attorney for their family members.
The hugely experienced team at Talis: Independent Financial Advisers are ready, willing and able to assist on an hoc or regular referral basis. Do please contact us for further information.
There is real synergy between the work of solicitors and financial services professionals – we look forward to working with you.