Advisers

James has worked in financial services since the tender age of 18, starting at Norwich Union (now Aviva). His varied career has involved business development and consultancy roles specialising in pensions and investment management as well as financial advice. He joined Stennings in 2017 before buying the firm in 2019 and rebranding it to Talis.

I am based in Folkestone and have been advising clients through Kent and the South East for around 15 years now, having previously served my time in the financial service ranks as a technical paraplanner before moving to an advisory role.

Simon has been a financial adviser for over 40 years. He believes in keeping it simple wherever possible and specialises in all aspects of financial & retirement planning, investment and equity release. He also has real expertise in the corporate environment.

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.

Clare has been advising private clients for longer than she cares to remember. Before that she also had a spell with one of the country’s leading financial services groups.

Veronica is double qualified as both a chartered and a certified financial planner. This makes her one of the best qualified financial advisers in the country – a fact we think that speaks for itself.

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.

Darren is a mortgage expert. He has been arranging mortgages for over 15 years and he really knows his stuff.

As a Chartered Independent Financial Adviser with over 18 years in financial services, I specialise in delivering holistic advice to individuals, families, and businesses across Kent, London and the wider South-East.

You. Your family. Your welfare. Your legacy.

These are your priorities, these are my priorities.

I offer an empathetic service that will recognise what is important to you.

Hannah has worked in Financial Services since 2014. As a fully qualified independent financial adviser (IFA) she can help you with a wide range of financial planning topics. Much of her work involves pre- and post-retirement advice, investment strategies and tax efficiency. Hannah can also help you protect yourself and your loved ones from the consequences of ill health or death.

Neli is an Independent Financial Adviser who works closely with both corporate and private clients, with a particular focus on professionals, business owners, and clients going through separation and divorce.

Kinnary is a fully qualified Financial Adviser, and can help you with all aspects of financial planning. She has diverse cross-cultural experience and as someone with a young family, well understands that changes in financial and personal situations are constant. Kinnary’s aim is to provide holistic financial advice and help you achieve your goals.

I have been a financial adviser for over 23 years. In that time, I have provided advice, guidance and planning for many clients covering all areas of advice at different stages of their lives.

I advise on all types of mortgages, including ‘equity release’ and ‘later life lending’. I also give advice on pensions, investments and retirement options, as well as being authorised to advise on long term care.

Jeremy, with his extensive experience in investment banking since 2014, has been providing personalised investment and financial planning advice to private clients, business owners and trustees.

I’m Lynda Croome, a Chartered Financial Planner and Independent Adviser based in the Midlands. I’ve been helping people make confident money decisions since 1994 – first with companies like United Friendly, NPI and Royal Sun Alliance, and since 2003 through my own independent practice.

Sarah specialises in advising on mortgages and protection and has significant experience in this area. Buying and financing property can be hugely stressful – both because the numbers are so large and because there are so many pitfalls for the unwary. Sarah strives to guide her clients around the pitfalls and to remove as much of the stress as possible by always making the whole process as clear as possible.

Jeremy moved into the advice sector after a career in International Trade Finance and several years in which he set up a pensions administration business called Husky Finance.

I have been advising high net worth individuals and families since the late nineties, helping them build and preserve their wealth. I have a deep passion for holistic financial planning, ensuring my clients’ affairs are well structured and meticulously planned, giving them confidence for their future.