David Ithier - Talis IFA

Independent Financial Adviser  Stoke House, Ashford, TN23 1RD
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FCA authorised
Last authorised 26th July 2021
Talis is a IFA firm providing friendly, helpful & impartial independent financial advice from the whole market
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Mr David Ithier
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Stoke House, Church Road, Ashford, TN23 1RD

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