Talis – Independent Financial Advisers

You don’t need to be a millionaire to need an independent financial adviser – and you don’t need to be a millionaire to afford one either. In fact, most of our clients are people just like you! Working with the team at Talis should:

Help you to capture market opportunities as they arise

Ensure you are not taking too much unnecessary risk with your money

Ensure that when you spend your money, you retain as much of it as possible, and do not lose out unnecessarily to tax

Ensure you do not miss out on time sensitive allowances, that once missed are gone forever.

We are always very happy to receive new enquiries, so if you need some independent financial advice (IFA) – why not contact us, request a call back or simply pick up the phone? We  love a good chat!

We’ve been offering straight forward, independent financial advice, in plain English, for 30 years. The Talis team looks after over £100 million for private individuals, companies, charities and trusts. We’d be delighted to work with you. Click here for our latest update on the investment markets.

Talk to the team at Talis and make your next financial move a smart one!

As we start to move out of lockdown many feel they are “starting over”.  It’s a great time to take stock, to review our pensions and to start thinking about a financial plan. All Talis’ advisers can support you by in person, by phone, or via Zoom. Please use the request call back or contact us buttons above if you would like us to call you.

On this site we try to share some advice, to suggest what you could do. Please remember information is abundant but wisdom is scarce, especially here on the internet so always talk to us before taking action.

If you need friendly, impartial advice on your finances we can help. Many people worry that they should be able to “organise” their own; but unless you do it for a living it’s all become so complicated that it can be really hard to work out what “doing the right thing” actually is! We’ll try to make sure that you don’t miss out and can help with:

Planning your retirement

Maximising your returns

Protecting the people you love

Reducing your tax bill

Mortgaging a property

Raising capital using equity release

Taking full advantage of financial planning opportunities

Best of all we try to add some wisdom – in plain English!

Request a Call Back

If you'd like us to call you back please complete the form and we'll be in touch as soon as possible.