Talis Financial Advisers Ltd

Independent Financial Adviser Harrow Business Centre, 429-433 Pinner Road, Greater London, Harrow, HA1 4HN
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
9th December 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • Long term care
Meet our advisers
Simon Webster Dip PFS
Senior Financial Adviser
Veronica Mann BSc CFP Chartered MSCI
Chartered Financial Planner
Accreditations
Care advice standard Certified Financial Planner Chartered Financial Planner Later Life Accredited Adviser Retirement advice standard
James Cole
Managing Director
What our clients say
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
I really appreciate the personal attention given me by Veronica Mann and her empathy and understanding of my needs.
Sue C, 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
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
Where to find us

Harrow Business Centre, 429-433 Pinner Road, Greater London, Harrow, HA1 4HN

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000

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