Jamie Hilsdon at Talis IFA

Independent Financial Adviser  Winchester, Winchester, SO211XB
First meeting at adviser's own cost
Managing your money so you can manage your life - Certified financial planner CFP™ with over 18 years of experience providing expertise in retirement planning, investment advice, tax strategies, estate planning & overall management of clients' portfolios
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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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Taxation planning
Response rating
9.5/10
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FCA authorised
Last authorised 8th August 2022
Meet our advisers
Mr Jamie Hilsdon

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an CISI assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations
Certified Financial Planner
About us

I empower my clients to achieve their goals whilst helping to prevent potential risks associated with their financial affairs.

I recognise that each and every one of my clients are unique and as such I prepare individual solutions that we create in partnership together.

I am experienced and qualified to help you set and achieve your financial goals.

Our services

Planning your retirement

Maximising your returns

Protecting the people you love

Reducing your tax bill

Taking full advantage of financial planning opportunities

Where to find us
Head office address: Winchester, Winchester, so211xb
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
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
Response rating
9.5/10
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FCA authorised
Last authorised 8th August 2022

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