Nicolle Sodey

Nicolle is a fully qualified independent financial adviser and has been in financial services since 1998. She advises on a complete spectrum of financial issues for private and corporate clients across the South East.

She trained with a London firm on Tottenham Court Road and deals with clients in London, Kent and the neighbouring counties. She joined Talis Independent Financial Advisers in 2009 after being impressed with the Portfolio Service the firm can offer clients.

Advises on

• Pensions for Individuals & Auto Enrolment for companies
• Pre and post retirement planning
• Investments
• IHT Mitigation
• Wealth Management
• Corporate benefits such as Group Life cover, Shareholder Protection, Keyman Insurance
• Group Income Protection, Group Private Medical Insurance
• Individual Protection such as Critical Illness cover and Income Protection
• Mortgages

Highlights

• Negotiating more money with a Lifetime annuity provider than the client (aged 65) was originally offered.
• Helping a Client (aged 23) buy his first home and then many subsequent ones as his circumstances evolved.
• Being there when clients have been directly affected by Cancer and helping them sort through their finances at a critical time.
• Reducing a client’s Inheritance Tax Liability so she can leave as much money to her children and grandchildren as possible and not necessarily the tax man.
• Saving an Additional rate taxpayer (aged 50) lots of money by advising him to save in the right manner through tax efficient investments he may not have known about if he hadn’t sought my advice.