Director & Independent Financial Adviser
London - South East
I pride myself on keeping things simple and communicating with my clients in a language they will understand. Financial planning can be daunting to some and so complete confidence in your adviser is crucial. This cannot be achieved if the financial plan is a mystery! The biggest compliment I have from clients is that they have a much better understanding of their finances once we have worked together.
The areas of advice that I cover include:
As well as working with individuals at a personal level, many of my clients are business owners and company directors, whose personal needs are very much intertwined with their business needs. I therefore also advise clients on business succession planning and tax efficient profit extraction.
I needed advice on a couple of dormant pensions hoping to release some cash to improve my poor financial situation. She kindly helped me to understand my position and advised accordingly allowing me freedom to make a decision with no pressure whatsoever.
The most enjoyable part of being an adviser for me is meeting clients and learning more about them and their goals. It is incredibly rewarding to see clients year after year and watch our financial plan in action. A client’s situation, and their financial planning needs, change and evolve over time, so we work together in a holistic way to keep things on track and build in any changes required.
The first client meeting is at our expense, so do feel free to contact me on 07399 020036 or rh@talisifa.com for a further discussion or to arrange an appointment.
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