Neli Hogan at Talis IFA

Independent Financial Adviser  2 Lake end Court, Taplow, Maidenhead, SL6 0JQ
First meeting at adviser's own cost
Experienced Independent Financial Consultant skilled in providing Holistic Financial Planning to HNW and corporate clients including Retirement and Intergenerational Planning, Investment Advice, and Business succession and continuity planning.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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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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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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Critical illness
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Income protection insurance
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Life 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
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
Neli Hogan
About us

Neli has been working closely with corporate and private clients supporting them to build and implement long-term Strategic Financial Plans. Assisting clients to grow and protect their wealth during their active careers as well as plan for a secure retirement is a great passion of Neli’s and something that she has extensive experience in. Whether it is your business or your personal finances that need help, Neli will be able to guide you through the labyrinth of complex financial solutions and advise on the most suitable and tax-efficient approach to reaching your long-term financial goals.

Our services

Development and implementation of a Personal Strategy and a Financial Plan including tailored financial solutions to suit your long-term individual or business goals.

Where to find us
Head office address: 2 Lake end Court, Taplow Road, Taplow, Maidenhead, SL6 0JQ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
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
7.0/10
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FCA authorised
Last authorised 14th June 2021

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