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  11. Talis Independent Financial Advisers

Talis Independent Financial Advisers

Independent Financial Adviser  Grigg Lane, Headcorn, Kent, TN27 9LY
First meeting at adviser's own cost
A Chartered Independent Financial Adviser with expertise in Pensions, Retirement Planning, Investments, Tax Planning and Protection.
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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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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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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Long term care
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Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
MR Tom Brunt
Chartered Independent Financial Adviser

This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.

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 qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

What our clients say
Excellent service. Thanks Tom
J F, Ashford
The clarification and explanation of the service provided and the process the adviser went through to gain understanding of my objectives were excellent.
D W, Maidstone
Your representative Tom Brunt, was in my opinion very good and thorough, explained everything and any questions asked verbally or through email were properly answered.
T H, Kent
Have only recently become a client. I am both contented and confident I have made the right decision.
W B, Medway
We have only had communication with our adviser, Tom Brunt, who has been most helpful and is always prompt to respond to any queries we have. We cannot fault him. Thank you Tom
D D, Rainham
Tom was very helpful and understanding of my pension needs and thoughts.
G D, Ashford
I find personal finance a bit complicated but Tom made it clear and understandable.
M B, Sussex
About us

I am a Chartered Independent Financial Adviser at Talis Independent Financial Advisers.

Our head office is based in Ashford and I serve the South East and beyond.

I provide holistic financial advice in all areas of Pensions, Retirement Planning, Investments and Protection - all at both individual and corporate levels and at all stages of the financial lifecycle.

My aim is to give a client peace of mind and provide solutions to help meet their objective - whether that is to provide income, capital growth, tax-efficiency or to simplify complex affairs.

In addition to my industry qualifications, I also hold a BSc degree in Mathematical Studies from the University of Reading.

Our services

The ability to simplify what can seem complex or confusing financial matters using a personable and professional approach.

Where to find us
Head office address: Grigg Lane, Headcorn, Kent, TN27 9LY
Service coverage
Preferred clients
Minimum wealth (income/assets)
£20,000
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
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 14th June 2021

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