Senior Independent Financial Adviser
South East
Simon has been a financial adviser all his working life – now over 40 years. Before Talis Simon spent 12 years with SunLife of Canada. Between 2000 and 2003 Simon was Chief Executive of fully listed national IFA businesses Berkeley Independent Advisers and Berry Birch & Noble Advisers.
Simon is a specialist financial planner and works with corporate and private clients, charities and trusts at all levels – he still really enjoys helping people deal with their financial concerns.
Simon has looked after all my money for many years. I find the team helpful, reliable and trustworthy. Their service is excellent and they have always kept their promises to me.
If you have any questions, or would like to book an appointment with Simon, please feel free contact him on 01233 722999, or email at sw@talisifa.com.
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