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
9.6 /10
FCA verified
12th August 2019
We help clients make smart decisions about their money helping you become organised, in control & confident for the future.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • 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
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Veronica Mann
Chartered Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Simon Webster Dip PFS
Managing Director
Pam Webster Chartered Financial Planner
Director
Accreditations
Chartered Financial Planner
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
I have dealt with Facts and Figures for 20 years. they have helped me make some smart financial decisions. I deal with them regularly to this day
Chris, London
Facts & Figures have advised me on a significant sum for several years. They are friendly, helpful and approachable and they always make time for me. They have achieved pretty good returns and saved me a lot of tax too. They never try to baffle me with complicated language so I feel I understand what they say and that I can trust them. Highly recommended.
Penny, Kent
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
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
Compliance

Compliance is about always putting clients first in everything - we do!

Talis Independent Financial Advisers is authorised and regulated by the Financial Conduct Authority.

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