Talis I F A

At Talis, we are a family-owned and run business that has been providing expert financial advice for over 30 years. As a family-owned business, we understand the importance of building strong relationships with our clients and treating them like family. We are dedicated to providing personalized financial advice that helps our clients achieve their financial goals and secure their financial futures.

Our Services

We offer a wide range of services designed to help our clients manage their finances effectively and make informed decisions about their financial future. Our services include:

• Personal Financial Planning: We help our clients create a personalized financial plan that takes into account their unique financial goals, risk tolerance, and circumstances.
• Investment Advice: We provide expert guidance on investing in stocks, bonds, and other financial instruments to help our clients grow their wealth.
• Retirement Planning: We help our clients plan for a secure retirement, taking into account their expected income needs and expenses.
• Life Insurance: We offer a range of life insurance products to help our clients protect their loved ones in the event of their passing.
• Mortgage Advice: We provide expert guidance on choosing the right mortgage product for our clients' needs, ensuring they get the best deal.
• Equity Release: We help our clients release equity from their homes to fund their retirement or other financial goals.

What We Offer

At Talis, we offer a range of benefits to our clients, including:

• Expert Financial Advice: Our experienced financial advisers provide personalized guidance to help our clients make informed decisions about their finances.
• Personalized Service: We take the time to understand our clients' unique financial goals and circumstances, providing tailored advice that meets their individual needs.
• Ongoing Support: We offer ongoing support and guidance to our clients, ensuring they feel confident and in control of their financial future.

Corporate Services

We also provide a range of corporate services to businesses and organizations in the South East. Our services include:

• Employee Benefits: We help businesses design and implement employee benefit schemes that benefit both the employer and the employee.
• Auto Enrolment: We provide expert guidance on auto-enrolment pension schemes and help businesses comply with regulatory requirements.
• Investment Advice for Charities: We offer expert investment advice to charitable organizations, helping them grow their assets and achieve their philanthropic goals.

Conclusion

At Talis, we pride ourselves on providing expert financial advice that helps our clients achieve their financial goals and secure their financial futures. Whether you are an individual, business, or charitable organization, we are committed to providing personalized service, expert guidance, and ongoing support to help you achieve your financial goals.