Testimonials from some delighted clients

“I must say that I am very impressed with your explanations, advice and service in dealing with this.  I would have no hesitation in recommending Talis to anyone”.

Private Client

“When my late mother-in-law needed help with her financial affairs we turned to Simon, who helped and guided her in the decisions she needed to make. The open and honest approach showed to her in her time of need was typical of the team running the company. Simon has also guided my wife and myself for many years, and have been a source of sound, sensible and effective advice in the area of financial planning.”

Stewart French
Private Client

“Simon has looked after all my money for many years. I find them helpful, reliable and trustworthy. Their service is excellent and they have always kept their promises to me.”

Penny Domke
Private Client 

“Simon’s advice saved Watts International in excess of £1.5m – highly recommended.”

Jo Stocks
Chief Executive, Watts International

“Simon looks after our employee benefits here at My Ferry Link. The team is friendly and helpful and their recent seminars for staff really helped improve understanding of the value of the employee benefits My Ferry Link provides.”

Judith Polden
Head of UK HR, My Ferry Link

“Simon has looked after many of my financial affairs and mortgages for over 15 years. The firm’s service and advice have been first class and excellent value throughout.”

Chris Knott
Managing Director, Watts MENA

Financial planning is not an easy subject for me so (I) was rather daunted at first. I was pleasantly surprised after having the initial consultation that my expectations were clearly and professionally taken care of. Thank you.

Karen Hopkins
Private Client

“All in all a good, efficient service. Thank you”

John Frosdick
Private Client

“The service and expertise we received from Pam and the team was outstanding. We were so pleased that we invested in a financial advisor, who was helpful, friendly, professional, and really knew their stuff. Our house move was seamless and a lot of that was due to Pam; thank you so much for everything!”

Andrew & Rachel Newport
Private Clients

“Excellent service!”

Joanne Field
Private Client

“I’m really pleased that I decided to do something with my pension plan. I now understand where I’m heading. Thankyou to Harry.”

Josephine Randall
Private Client

“I have always felt that my adviser has been there to explain and support me when I found financial issues difficult to understand and I have always been well guided to the decisions I have made.”

Karen Small
Private Client

“Pam acted well on our behalf and we felt and appreciated the high standard of professionalism, and her extensive knowledge and wisdom.”

Robert & Mary Bain
Private Client

“Tom was very helpful and understanding of my pension thoughts and needs.”

Gary Davis
Private Client

“Really excellent service – I felt listened to and treated as an individual with absolutely no pressure. Will recommend to everyone.”

Elisabeth Fairbairn
Private Client

“I have already and will continue to recommend Darren to all my friends and family. Top service.”

Danielle & Stuart Kent
Private Clients

“Service and advice provided by Harry is exemplary.”

Mr T from Grays, Essex
Private Client

“Very satisfied with the overall service provided.”

Private Client

“A professional service was provided. Good advice was given and our questions answered. There was no pressure and we were given plenty of time to consider our options. Would highly recommend.”

Mr & Mrs Husk from Dover
Private Clients

“Good service – would recommend to others.”

Mr & Dr Carrim
Private Clients

“Darren has been our adviser for a number of years and has always provided an excellent service, we have recommended him to family and friends.”

Private Client

“My adviser James Cole was a delight to deal with. He made the process so easy and enjoyable from start to finish. Would highly recommend James and the team!”

Mrs Elizabeth Black
Private Client

“The advisers and staff at Talis have always been extremely competent and professional, giving relevant and concise advice to ensure we are making informed decisions regarding our finances. Nicolle and Darren in particular have excellent customer service and are very approachable.”

Mr & Mrs Bond
Private Clients

“I am very happy with the service I get from Veronica Mann.”

Mrs Geraldine De Sausmarez
Private Clients

“Dan is very professional and efficient. He is amazing.”

Mrs Genevieve Musey
Private Client

“Simon prevented me from making a mistake with my investment”

Martin Welsford
Private Client

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