What should you look for in a financial adviser?
Talis Independent Financial Advisers
make smarter financial moves...
Talis IFA has been providing straightforward, fully independent financial advice for over three decades, and quite a few of our clients (or their families) have been us with almost that long. We now look after over ￡250 million of our clients’ money.
One of the things we’ve discovered along the way is that, although straightforward and straight-talking financial advice is important to them, the thing our clients really value is often the relationship they have with us.
In an age where services are increasingly delivered online, and convenience is often offset against a rather impersonal ‘cookie cutter’ feel, we still believe in the power of getting to know people, and our clients seem to agree.
If you’re looking for financial advice – whether for a mortgage, pension or other investment, tax advice, inheritance planning or financial protection (life insurance or income protection) – here are some of the top reasons our clients choose us, and decide to stay.
We understand, above all, that what matters is people. Whatever your financial position now, your stage of life or your dreams for the future, our focus is on making your money support you and your family– not the other way around. We start by building a real relationship with you, taking the time to get to know what you really want your money to do for you, so we can provide the best advice.
Getting to know you allows us to give you the reassurance and information you need to make decisions.
“Talis have helped me for a long time now, probably in excess of 30 years. Initially with mortgage advice. I think I’ve had three mortgages, moving into pensions and then more recently general financial advice across a range of areas.”
The financial world can be daunting. Many of our clients tell us that they could to grips with it if they wanted to, but they’d rather rely on trusted advice from experts, and spend their valuable time elsewhere (and some know us well enough to freely ‘fess up’ that they know they’ll never understand how it all works, and just trust us).?
As IFAs, we provide completely independent advice, as we’re not tied to any particular company, product or solution. We’re up front about our fees and charges, and we’ll always talk you through your options, in plain English, with complete openness and honesty about the likely outcomes.
Our independence means we are always genuinely on your side. We sit with you ‘on the same side of the desk’ as we look together into your financial future.
Our approach is to start by looking at what you want to achieve, and then recommending solutions to get you from your current position, to where you want to be. The only ‘product’ we’re selling is advice.?
“Since following Talis’ advice, I feel much more confident about money in general, so I haven’t frittered away any savings or inheritance, I know that it’s safely where it should be, so when I need it it’s going to be there.”
We understand that a lot of people get anxious about money matters, and we aim to provide reassurance and easy-to-understand advice, without drama, and never with a hard sell.
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We’re on your side, looking together into the financial world as we inform and guide the decisions that will make your money work for you.?
“I feel treated with respect. I know that they’re at the end of a telephone or an email and they’ll get back to me very quickly. So I don’t really get left with any financial queries for very long – and they don’t build up into very big worries.”
We take a long-term view, studying the financial world to anticipate what may come next, and advise based on long-term outcomes rather than ‘get rich quick’ schemes.
That means you won’t find us recommending knee-jerk reactions every time the media gets overheated about the latest ‘crisis’ (in fact you won’t hear us use the word ‘crisis’ at all!). We prefer to be patient and let the plan unfold over time rather than constantly changing direction because of events beyond your control.
“I’ve always valued the advice that I’ve received. The advice in the early years enabled me to move up the property ladder relatively quickly. More recently they’ve helped me to deal with a number of potentially, not life-threatening, but life-changing issues, and I always value the opportunity to discuss things openly and frankly.”
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Talis IFA delivers financial wisdom – straight-talking advice to guide you to smarter financial decisions.
What else can you expect from a Talis IFA?
We’re independent: we’re not tied to any particular company or products, so our advice can be tailored to your particular needs.
We’ll guide you towards financial freedom: we can’t change the past, but we can make sure that what you have now works hard to shape your financial future.
We’ll help you to avoid unnecessary waste: from overly risky investments, to tax burdens which careful planning could reduce, we make sure your money works first and foremost for you.
We’ll help you plan for your legacy: you want to ensure that, when you’re gone, what you leave behind goes where you intended.
“Talis IFA has helped me be more confident that my money is in safe hands. They keep me updated about any changes that they advise and their services are very valuable to me because of their good communication. If I have any queries or any problems or I’m worried about anything, I can contact my IFA and no question is considered to be stupid. My questions are always met with very good information and advice so I’ve learned quite a lot.”
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If you’d like to start a conversation about anything from finding a mortgage to starting or consolidating pensions savings; inheritance planning to tax matters or protecting your and your family’s finances, get in touch. Click here to find a Talis IFA.