Talis Financial Advisers Ltd

Independent Financial Adviser  Harrow Business Centre, Greater London, Harrow, HA1 4HN
First meeting at adviser's own cost
We help clients make smart decisions about their money helping you become organised, in control & confident for the future. Veronica is an accredited SOLLA member and Chartered Financial Planner.
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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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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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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Small business
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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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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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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR Simon Webster Dip PFS
Senior Financial Adviser

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

MRS Veronica Mann BSc CFP Chartered MSCI
Chartered Financial Planner

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

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
Care advice standard Certified Financial Planner Chartered Financial Planner Later Life Accredited Adviser Retirement advice standard
MR James Cole
Managing Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

What our clients say
Our adviser has gone above and beyond for us. It was a huge relief to have someone who was professional and patient and we knew had our best interest as a priority.
Angela and Bernard P, London
I met this charming lady in December 2013 . I had been introduced to a few other financial advisors who I thought just wanted take my money as I was a lady on my own and place in funds that I had no idea what would happen to it . I seemed to jell with Veronica straight away when I met her she made me feel at ease I had not a clue as to what to do with the money that I had inherited As it turned out is she invested it wisely for me. I Feel she is one smart lady that will always go above the call of duty. She has a lot of patience to explain everything to you about your investments. What I like about Veronica is she cares about your money as it is her own. I would highly recommend her to anybody.
Lesley, London
I really appreciate the personal attention given me by Veronica Mann and her empathy and understanding of my needs.
Sue C, London
Simon and his team have advised both my business and me personally for over 30 years. We remain in regular contact and their support has been invaluable. Highly recommended.
Jo, London
About us

Talis has been helping clients with their financial planning for over 30 years.

"smarter financial moves..."

Although financial products and services can seem complicated, we try to make them straight forward. This works within the company motto – above - 'smarter financial moves'

We have clients throughout London.

The head office is in Ashford Kent.

Our services

We Listen! – we need to understand your concerns, what keeps you awake at night and your objectives to help you shape your future.

We aim to help clients make sure they never run out of money!

With over 30 years’ experience and many delighted clients we are well placed to help our clients manage assets, risk and debt as well as forward planning towards financial independence.

At the end of the day - it is YOUR money we are looking after.

Where to find us
Head office address: Harrow Business Centre, 429-433 Pinner Road, Greater London, Harrow, HA1 4HN
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
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
9.0/10
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FCA authorised
Last authorised 26th July 2021

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