Talis works with a number of accountants providing them with regulated financial advice for their clients.
We advise on auto enrolment, flexible employee benefits, director pension planning, tax efficient property purchase; director, partnership & key person insurance as well as personal, corporate & trustee investments as well as IHT mitigation which are all areas where accountants’ clients need regulated independent financial advice.
Many accountants are starting to see the benefit of one of our core offerings: dedicated financial planning. We can produce lifetime, inflation-adjusted cash flow forecasts demonstrating clients’ evolving lifetime income and expenditure, net asset build up and estate planning needs as well as predicting the required return from investments – all of which can help inform clients as to the level of risk they need to take in order to achieve their required objectives.
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 accountants and financial services professionals – we look forward to working with you.