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John Symonds

Independent Financial Adviser

London - South East

John Symonds

“I put integrity first. It’s the foundation on which I build strong relationships with my clients. I take the time to understand their goals, then use my knowledge and honesty to find the right financial solutions, so they can confidently step into a comfortable retirement.”

John joined Talis in April 2015 and has since built up a solid base of clients. He works mostly with private clients, but also with some Limited Companies.

John thrives in finding the best solutions for each client, who range in age from 18 to 94!

He lives in the London Borough of Bexley and covers Kent, London and the South-East. He also works remotely. All initial meetings with John are free. There are no hidden charges, and all fees are declared upfront.

He covers all areas of financial planning including:

  • Retirement planning
  • Estate planning
  • Equity release
  • Investments
  • Life assurance
  • Income protection
  • Long-term care
  • Mortgages

The service we received was excellent. John Symonds was friendly, always approachable, and answered all our questions and concerns fully. I would have no hesitation in recommending Talis at this time.

Recent work has included:

  1. Assisting Bank of America /Merrill Lynch employees with retirement options.
  2. Helping a 94-year-old to mitigate potential Inheritance Tax liability.
  3. Using cashflow modelling to give a couple peace of mind, knowing their desired retirement income was affordable.
  4. Helping a newly married couple in their 20s buy their first property.
  5. Helping a newly retired gentleman to consolidate his numerous personal pensions.
  6. Helping someone transfer an existing Equity Release loan to a new property and release further equity at the same time.

Outside of Talis

John enjoys spending time with his wife and three children. He grew up in Buckinghamshire and is an avid supporter of Wycombe Wanderers. Prior to joining Talis, John worked as a teacher, and lived in South Korea, Australia and France. In his spare time, he helps with local community projects through his church.

And finally…

A fun fact about John – he appeared on Countdown (winning two games!) and beat Oasis’ Liam Gallagher in a pub quiz!

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