Independent Financial Advisers in Kent: Ashford, Maidstone, Canterbury & Dover

Talis is now one of the largest independent financial advice firms in Kent with 12, fully qualified independent financial advisers.

Here are our advisers:

James Cole
Managing Director

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. Read more about James here.

Simon Webster
Senior Independent Financial Adviser
Business Development Consultant

Simon has been a financial adviser for 37 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 Sodey
Independent Financial Adviser

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. To find out more about Nicolle click here.

Harry Masson
Chartered Financial Planner

Harry has been looking after his clients’ financial needs since 1996. Harry advises both corporate and private clients across Kent, Sussex, London and South Essex, and believes wholeheartedly in offering financial advice avoiding jargon. Check out Harry’s own pages here

Veronica Mann
Chartered Financial Planner

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.

Check out Veronica’s own pages here.

Clare Clark
Independent Financial adviser

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.

John Symonds
Independent Financial Adviser

A former teacher, John is a fully qualified Independent Financial Adviser who hopes to achieve chartered status within the next few years. Check out John’s adviser page here.

Tom Brunt
Chartered Independent Financial Adviser

Tom is a Chartered Independent Financial Adviser with over ten years experience in Financial Services. Find out more here.

Dan Lamba
Independent Financial Adviser

Dan as a qualified lawyer and Independent Financial Adviser offers private and corporate clients an empathetic service to help achieve their goals.

He prides himself on offering his clients a sincere, comprehensive and approachable relationship. Find out how Dan can help you here


Rebecca Harris
Independent Financial Adviser 

Rebecca has been advising clients for over 10 years, having previously served as a technical paraplanner before moving to an advisory role.  She advises on all areas of financial planning, including pre and post retirement pension planning, wealth management, personal protection and tax planning. She also holds the additional CF8 qualification to advise on long term care solutions. Click here for more from Rebecca.

Noman Mushtaq
Independent Financial Adviser

Noman has over 8 years’ experience in the financial services profession. Fundamentally his approach is problem-solving – not product-selling.  As a result, his clients can always expect to receive the most comprehensive and appropriate advice.based in Haywards Heath, he provides wealth management advice to clients in Sussex, Kent and throughout south east England.  Click here for more from Noman.

Darren O’Connor
Senior Mortgage Adviser

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

Feel free to Contact Us to find out more about us.
We are based in Ashford & London and serve London and the whole of the South East.

Mark Jenkins
Chartered Financial Planner

Mark has been in the financial service profession for over 35 years, and is a fellow of the Chartered Insurance Institute. He is the Technical Manager at Talis.

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