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 with 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, TN27 9LY
Panoramic is operating fully and we are at present not conducting face to face meetings. We can conduct meetings with you on Zoom or Teams and if preferred by of the phone to discuss your requirements.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting. Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.