Talis Independent Financial Advisers

Independent Financial Adviser  Dunnett Road, Folkestone, Kent, CT19 4BX
First meeting at adviser's own cost
My role is to help my clients navigate the financial landscape without barriers or needless jargon. I believe in holistic advice, that is easy to access, and in building a long term financial plan that the client trusts and believes in.
We can advise you on
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Annuity purchase
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Defined benefit
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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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Accident & sickness
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Critical illness
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Income protection insurance
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Large business
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Life 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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Corporate pension
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Employee benefits
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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 risk
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Long term care
Response rating
9.8/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Ms Rebecca Harris

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

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 assesses an understanding of group risks, including the operations of such schemes and their features and taxation.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

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

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.

This qualification helps advisers develop and demonstrate their financial planning capabilities.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

What our clients say
Rebecca arrived promptly, was polite and easy to talk with. She gave honest advice based on accurate assessment which I feel has been most helpful. I am now able to make informed decisions based on very practical advice, which I feel will provide a positive outcome.
Ms B, Kent
Rebecca explained in a clear and understandable way the options that could be open to me. There really was nothing Rebecca could have done more to help me.
Mrs C, Kent
Over the years I have known Rebecca she has exceeded my expectations enormously and continues in doing so, and never fails to impress and amaze me with her professionalism and knowledge. Rebecca always explains everything to you in great and fine detail, and anything you are not sure about you only have to ask and she will go over it again until you are completely satisfied and happy etc
Graham M, London
Rebecca has a friendly approach to business and I have confidence in the advice she gives.
Ian H, Maidstone
Rebecca gives sound advice and explains products in a professional manner which we can understand. She has patience for the elderly
Mr K, Whitstable
About us

Talis Independent Financial Advisers is a Kent and London based IFA firm providing friendly, helpful & impartial independent financial advice from the whole market. We look after over £100 million of client money of which £50 million is invested in our portfolio service. Whether you are a personal or a business client we guarantee all our clients the highest standards of professionalism.

Our services

My client base is diverse, ranging from young professionals starting out on their financial journey, to older clients who have established portfolios or are perhaps accessing financial advice for the first time.
Retirement planning forms a large part of my business, alongside wealth management and mortgage advice. I pride myself on helping clients to understand their portfolios and have access to advice that is clear and easy to understand.
My advice is completely independent and covers all areas of financial planning. The very best part of my job is meeting clients, so please do get in touch.
Our first meeting is free of charge.

Where to find us
Head office address: Dunnett Road, Folkestone, CT19 4BX
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
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
9.8/10
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FCA authorised
Last authorised 13th September 2021

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