Talis Financial Advisers Limited

Independent Financial Adviser  10 Broadbank way, Canterbury, CT1 2ES
First meeting at adviser's own cost
You. Your family. Your welfare. Your legacy. These are your priorities, these are my priorities.
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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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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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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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Sharia finance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 29th March 2021
Meet our advisers
Dan Lamba
Financial Adviser
About us

As a qualified lawyer and Independent Financial Adviser I offer an empathetic service that will recognise what is important to you.

I am very lucky to have strong links to Faversham, Whitstable and Canterbury but have the pleasure of looking after private and corporate clients throughout Kent and London.

Our services

I have extensive experience in supporting local family businesses of varying sizes in Kent; specialising in corporate financial advice to business owners, employee benefits and estate planning.

We can talk about your protection, pension, investment and tax-planning needs.

Where to find us
Head office address: 10 Broadbank way, Canterbury, CT1 2ES
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 29th March 2021

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