Whilst we recognise that everyone is different, we couldn’t help but notice there are certain similarities amongst our clients that are quite possibly in a similar position to you. They want to be kept informed (but not spammed), they want a plan that is going to perform to expectations, they want to ensure that they do not loose out on a tax allowances that once lost are lost forever, they like to review things face to face once a year and want us to be available to talk to should anything arise that concerns or interests them….does that sound like you?..If yes…then we are probably a suitable firm for you.
My goal is to help 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.
You don’t need to be a millionaire to need an independent financial adviser – and you don’t need to be a millionaire to afford one either. In fact most of our clients are ordinary people – just like you! Working with the team at Talis should:
Help you to not miss out on market opportunities as they arise
Ensure you are not taking too much unnecessary risk with your money
Ensure that when you spend your money, you retain as much of it as possible, and do not lose out unnecessarily to tax
Ensure you do not miss out on time sensitive allowances, that once they go are gone forever. Working with your adviser to ensure you do not miss out on getting back money that you are owed.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.