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.

Rebecca is based in Folkestone and has been advising clients through Kent and the South East since 2005, having previously served time in the financial service ranks as a technical paraplanner before moving to an advisory role.

Simon has been a financial adviser since the 1980s. 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 since the early 2000s and he really knows his stuff.

Tom is a Chartered Independent Financial Adviser who specialises 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 works with individuals and business owners across Kent and the Southeast, specialising in financial planning for people who are approaching a significant life or business transition.

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.

Graham has been a financial adviser since the early 2000s. In that time, he has provided advice, guidance and planning for many clients. He advises on all types of mortgages, including ‘equity release’ and ‘later life lending’. He also gives 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.

Lynda is a Chartered Financial Planner and Independent Adviser based in the Midlands. She’s been helping people make confident money decisions since 1994 – first with companies like United Friendly, NPI and Royal Sun Alliance, and since 2003 through her 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.

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