What makes a successful wealth builder? Talis IFA looks at the strategies that work

As with most other successes in life, building wealth and achieving your long-term financial goals rarely just happens. Most people are used to the idea that setting and remaining focussed on goals and objectives in business, career or personal life is the way to achieve them. Financial security is no different. Whatever your goals, when […]

How do people view the path to a secure financial future? Talis IFA looks into some recent research.

A recent report from Standard Life explores attitudes to retirement in the UK, and looks at how attitudes towards finances may have changed over the last few years. Standard Life has been conducting this research every year for the last three years, and tracking how the changing economic picture has been affecting people’s retirement aspirations. […]

How an IFA can help you navigate the world of investments and make the best decisions for you

We all have visions of our future. Yours may be focused on the next few years – buying a home, establishing a family – or you may be looking towards securing a comfortable future in retirement, or helping the next generation by passing on wealth.  Regardless of your stage in life, ensuring that your money […]

How to make the most of your inheritance

Many of our clients tell us that inheriting wealth can be something of a double-edged sword. Of course, an inheritance usually comes with an emotional impact, but even leaving that aside, inheriting wealth can be both a blessing and a challenge. It may be life-changing, presenting an opportunity to improve your financial security and accomplish […]

Consolidating pension pots – why an IFA’s help is essential

Hannah Ripley is one of Talis IFA’s pensions specialists, and has helped many clients to maximise the benefits of their scattered pension pots by consolidating them. She explains the benefits of pension consolidation and why it’s important to ask an IFA for help. “A lot of the clients I help have pensions from multiple places […]

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