You know how the saying goes; ‘life is what happens to you while you’re busy making other plans.’ One moment you’re in your 20s/30s, getting established in your career, perhaps building a business and focused on buying your first home, maybe starting a family…and retirement seems a long way off. But blink, and you’re looking […]
Retirement planning is one of the areas that our clients often tell us they want to do something about, but don’t know where or when to start. Understanding the pensions market, tax allowances and the various decisions needed about when and how to withdraw pension savings are all areas that many people find confusing. Talis’ […]
Talis IFA has been providing straightforward, fully independent financial advice for over three decades, and quite a few of our clients (or their families) have been us with almost that long. We now look after over £250 million of our clients’ money. One of the things we’ve discovered along the way is that, although straightforward […]
What stops you saving for the future? Are you reluctant to take advantage of your tax-free savings allowance for an ISA? Or to top up your pension? In the current financial climate, you might well be feeling that you’d rather keep your money where you can see it. One thing that we find a lot […]
Meet Neli Hogan (DipPFS) Neli is an independent financial adviser (IFA) with extensive expertise in pensions, investments, financial protection, mortgages and inheritance tax planning matters. She works closely with our corporate and private clients, particularly legal and medical professionals, supporting them to build and implement their long-term strategic financial plans and grow and protect their […]
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