The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
Talis is a Kent and London based IFA firm providing friendly, helpful & impartial independent financial advice from the whole market. We look after over £100 million of client money of which £50 million is invested in our portfolio service. Talis has been based in Kent for over 25 years.
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
- Pensions Advice (including reviewing existing plans or setting up new ones)
- Retirement Planning
- Wealth Management
- Investment Advice
- Life Assurance
- Income Protection
- Critical Illness Protection
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