Testimonials from some delighted clients

“Veronica has been very helpful in guiding me through complex financial planning and decisions with positive results.”


After a detailed fact find and form filling Veronica soon came up with lifetime mortgage proposals from a number of leading providers. Veronica met and exceeded our very narrow brief of requirements. She is very level headed; a prompt communicator; and is risk averse.”


“I was initially looking for advice on investment and then more recently pension provision and planning for retirement. Veronica has been exceptionally supportive in understanding the many changes in my life both personal and financial and advising on how best to approach investment and securing my future financial security.”

“I was taking early retirement and needed advice on managing my pension pot and other investments to provide for my post-employment life.

 Veronica explains things in a way which is easy to understand, will spend time re-explaining in easier terms if I fail to understand the technicalities initially and politely prompts me to keep me on track with my financial arrangements. All this is done in a very amiable manner and with good humour which is greatly appreciated.”


“Thank you so much for your very through investigation of the possibility. We are very glad that, with your help, we explored what products are available and at what price.…  We were all very impressed by, and grateful for, the clarity and rigour of your analysis.”

MB and EP-B

“Veronica patiently advised me on the best vehicles for my needs and helped me through where I needed explanation.”

Mr D.B
Private Client

“Advise on pensions, transfers. and inheritance. She is very highly knowledgeable on matters of finance, explains the subject very well.. I would never hesitate to recommend Veronica as a financial adviser. One of the best I have come across.”

Mr P O’Neil
Private Client

“Thanks for all your help over the last years. It has saved me a lot of worry and secured my finances.”

Ms A.M
Private Client

“Your advice has been clearly explained and I remain very pleased with the performance of the portfolio which you have encouraged me to build. I also value your willingness to advise against some options-and to warn of potential difficulties where appropriate.”

Dr B.B
Private Client

“Veronica facilitated a total overview of my current financial position prior to presenting a report on recommended options. Found her very approachable, responsive, suitably challenging and inspiring trust and confidence. She takes the time to gain insight into client’s lifestyle and retirement/lifestyle requirements, attitude to risk, before moving to recommendations. Well supported by a responsive and helpful Talis admin team.”

Ms E.B.
Private Client

“I must say that I am very impressed with your explanations, advice and service in dealing with this.  I would have no hesitation in recommending Talis to anyone”.

Private Client

When my late mother-in-law needed help with her financial affairs we turned to Talis, who helped and guided her in the decisions she needed to make. The open and honest approach showed to her in her time of need was typical of the team running the company. Talis have also guided my wife and myself for many years, and have been a source of sound, sensible and effective advice in the area of financial planning.

Stewart French
Private Client

Talis has looked after all my money for many years. I find them helpful, reliable and trustworthy. Their service is excellent and they have always kept their promises to me.

Penny Domke
Private Client 

Talis’ advice saved Watts International in excess of £1.5m – highly recommended.

Jo Stocks
Chief Executive, Watts International

Talis looks after our employee benefits here at My Ferry Link. Their team is friendly and helpful and their recent seminars for staff really helped improve understanding of the value of the employee benefits My Ferry Link provides.

Judith Polden
Head of UK HR, My Ferry Link

Talis have looked after many of my financial affairs and mortgages for over 15 years. Their service and advice have been first class and excellent value throughout.

Chris Knott
Managing Director, Watts MENA

Financial planning is not an easy subject for me so (I) was rather daunted at first. I was pleasantly surprised after having the initial consultation that my expectations were clearly and professionally taken care of. Thank you.

Karen Hopkins
Private Client

All in all a good, efficient service. Thank you

John Frosdick
Private Client


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