Talis Financial Advisers Ltd

Whilst we recognise that everyone is different, we realise here are certain similarities amongst our clients that are probably in a similar position to you. They want to be kept informed (but not spammed), they want a plan that is going to perform to expectations, they want to ensure that they do not lose out on a tax allowances that once lost are lost forever, they like to review things face to face once a year and want us to be available to talk to should anything arise that concerns or interests them….does that sound like you? If yes…then we are probably an eminently suitable firm for you.

Talis Independent Financial Advisers operate throughout the South of England providing friendly, helpful & impartial independent financial advice from the whole market. We look after around a quarter of a billion pounds (£250 million) of client money of which c £90 million is invested in our portfolio service.  Talis has been based in Kent for over 30 years.

Whether you are a personal or a business client we guarantee all our clients the highest standards of professionalism.