Solicitors' & Accountants' Independent Financial Advice - SIFA Professional Member

Talis works closely with many solicitors and accountants, providing comprehensive financial services & mortgage advice to their clients. To take those working relationships to the “next level” Talis sought further professional recognition and  became a SIFA Professional member in December 2019. SIFA Professional is an Affiliate Partner of the Law Society. For many solicitors there are at least 10 Types of Client where we could really help…

Talis is a

Talis adheres to the SIFA Professional Charter.

SIFA Professional membership eligibility is based on professional status, which in the case of financial advisers means qualifying to be classified as independent in the terms of the FSA’s Retail Distribution Review, high level professional qualifications and a fee based client proposition.

The Legal Services Act of 2007 ushers in a new era of professional advice in which the dividing lines between the legal, accounting and financial planning disciplines will be broken down and reconfigured business entities will emerge which are focused on identified client needs.

SIFA Professional’s objective is to support and assist interaction between solicitors, accountants and financial advisers in whatever form this may take. Talis joined SIFA Professional to assist in promoting that goal.

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