Independent Financial Advisers throughout the South...

Talis has 22 fully qualified independent financial advisers and mortgage brokers plus a support team of 12.

James Cole
Managing Director

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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
Businessperson - Business

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. More about Simon here

Nicolle Sodey
Independent Financial Adviser

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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

Financial adviser - Adviser

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

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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

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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

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A former teacher, John has been working in Financial Services since 2015. He advises on all areas of Financial Planning and loves being able to give clients peace of mind through  achieving their financial goals.

Check out John’s adviser page here.

Tom Brunt
Chartered Independent Financial Adviser

Businessperson - Business

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

Dan Lamba
Independent Financial Adviser

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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

Hannah Mitchell
Independent Financial Adviser

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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.

Rebecca Harris
Independent Financial Adviser

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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.

Rachel Johnston
Independent Financial Adviser

Independent Financial Adviser - Financial adviser

Rachel is a fully qualified independent financial adviser with over 15 years’ experience in the retail banking and financial services industry. Most recently having worked for NFU Mutual, Rachel has enjoyed a successful career delivering a highly personable and enthusiastic approach to a vast range of clients and their circumstances. More about Rachel here

David Ithier
Independent Financial Adviser

Businessperson - Business

David has been in the financial services profession since 1988 and has worked in a variety of roles in pensions, investments, and personal insurance.

David very much enjoys his chosen career and helps clients understand the benefits of financial planning and getting the best from their money.

He helps clients invest in ways that have a positive impact on the environment, help improve social equality and influences at board level to encourage companies to be more responsible, without compromising on investment performance. More about David here

Kinnary Sitwala
Independent Financial Adviser

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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. More about Kinnary

Neli Hogan
Independent Financial Adviser

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Neli is a fully qualified Financial Consultant with deep expertise in Pensions, Investments, Financial protection, Mortgages and Inheritance tax planning matters.

Neli has been working closely with corporate and private clients in the legal and medical profession supporting them to build and implement long-term Strategic Financial Plans. Assisting clients grow and protect their wealth during their active careers as well as plan for secure retirement is a great passion of Neli’s and something that she has extensive experience in. More about Neli here

 

Darren Collins
Independent Financial Adviser

Independent Financial Adviser - Finance

Darren is an award winning financial teacher/adviser who recently gained much media acclaim for the financial message and services that he provides. A qualified Independent Financial Adviser and Mortgage Adviser, and was awarded the ‘Interactive Investor’ 2020 Financial Teacher of the Year Award. Taking great pride in being able to share his expertise for the betterment of other people. He does this by building frameworks that greater ensures long-term financial independence, freedom and security for all. Click here for more from Darren.

Darren O’Connor
Senior Mortgage & Protection Adviser

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

Barry Naziri
Mortgage & Protection Adviser

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Barry is a highly experienced mortgage & commercial broker of many years standing…

 

James Rouet
Independent Financial Adviser

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James is both an Independent Financial Adviser and a Mortgage Adviser with 5 years’ experience in financial services.

More about James here

Graham Lee
Independent Financial Adviser

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Graham has 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.

For more about Graham click here.

Jamie Hilsdon
Independent Financial Adviser

Hyundai Merchant Marine - Wealth

Jamie is a certified financial planner CFP™, based in Winchester in Hampshire, with over 18 years of international experience providing expertise in retirement planning, investment planning, tax strategies, estate planning & overall management of clients’ portfolios.

Jeremy Cleminson
Independent Financial Adviser

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Jeremy has been providing investment and financial planning advice to private clients and trustees since 2014, having worked in investment banking for over a decade prior to that.

Our initial meeting is free of charge and gives us the opportunity to meet, without commitment, allowing me to understand your objectives, and how I can help you.

It also gives you time to ask any questions you may have.

If you have any questions or would like to book an appointment, please feel free to call me direct on 07766 751819. Alternatively, you can email me at jcl@talisifa.com

Mark Jenkins
Chartered Financial Planner
(Technical Manager non advising)

Wong Kwan Yu - Business

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.

 

Feel free to Contact Us to find out more about the whole team which now numbers over 30!
We are based in Ashford & London and serve the whole of the South.

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