Business Details
32 Years
experience
Independent Financial Advisers in Ashford, Kent
Talis I F A has been delivering independent financial advice for over three decades, specialising in long-term wealth management strategies. Our approach prioritises understanding clients' personal circumstances and life goals before addressing financial solutions, ensuring tailored advice that evolves with changing needs. We maintain transparency throughout our process, using plain-English explanations to demystify complex financial matters while avoiding reactive decision-making during market fluctuations. As FCA-authorised professionals, we provide objective guidance across the entire market, serving both individual and corporate clients nationwide. Our team of experienced advisers combines technical expertise with empathetic service delivery, focusing on building enduring relationships based on trust and mutual understanding.We specialise in retirement planning, wealth transfer, and investment management, offering comprehensive solutions that align with clients' aspirations for financial security. Through our life-first methodology, we help clients navigate key financial decisions with confidence, whether planning for retirement, managing business assets, or preparing intergenerational wealth transfers. Our commitment to professional excellence is demonstrated through industry qualifications held by our advisers, including Chartered Financial Planner designations. We maintain offices in Ashford, Kent, while serving clients across the UK through both in-person and remote consultation options.
Services
Wealth Building
Retirement Planning
Inheritance Tax Planning
Investment Management
Equity Release
Mortgage Advice
Details
- Year established: 1994
Highlights and features
- We offer over 30 years' experience in independent financial advice
- Our team includes Chartered Financial Planners and certified professionals
- We provide transparent, jargon-free explanations of financial matters
- Our life-first approach prioritises personal circumstances over products
- We maintain FCA authorisation for regulatory compliance and client protection
Associations and certifications
- Financial Conduct Authority
What people say
Manageable and hopeful process
Thorough understanding of needs
Timely responses
Professional expertise
Genuine passion
Services
Wealth Building
Our wealth building service creates tailored strategies to grow your financial assets through diversified investment approaches. We focus on long-term capital appreciation while managing risk according to your personal circumstances. Our advisers help clients establish achievable financial goals and implement systematic plans to achieve them.
Retirement Planning
Specialised retirement planning ensures financial security during your post-work years. We develop comprehensive strategies considering pension provisions, investment portfolios, and tax-efficient withdrawal methods. Our approach balances current lifestyle needs with future financial requirements to maintain your desired standard of living.
Inheritance Tax Planning
Our inheritance tax planning service minimises tax liabilities while preserving wealth for future generations. We implement legal strategies including trusts, gifting strategies, and charitable donations to optimise your estate's value. The service considers both immediate tax savings and long-term wealth transfer objectives.
Equity Release
Equity release solutions help homeowners access property wealth without selling their homes. We provide regulated advice on lifetime mortgages and home reversion plans, ensuring clients understand both financial implications and impact on inheritance planning.
Investment Management
Professional investment management tailors portfolios to individual risk profiles and financial goals. We monitor market conditions and adjust holdings to maintain optimal performance. The service includes regular reviews and transparent reporting to track progress towards your financial objectives.
People
Veronica Mann
Chartered Financial Planner
Chartered Financial Planner with dual qualifications, specialising in comprehensive financial strategies. Known for empathetic service and clear communication, Veronica transforms complex financial matters into manageable solutions while maintaining professional excellence.
James Cole
Managing Director
Financial services professional with extensive industry experience since 1980. Specialises in business development and investment management, having led the acquisition and rebranding of Stennings to Talis in 2019.
Simon Webster
Senior Adviser
Over 40 years' experience in financial advice, specialising in retirement planning and corporate financial solutions. Emphasises simplicity in financial strategies while maintaining comprehensive coverage of client needs.
Nicolle Sodey
IFA
Fully qualified independent financial adviser since 1998, serving private and corporate clients across the South East. Combines technical expertise with personalised service delivery for comprehensive financial solutions.
Clare Clark
Adviser
Experienced financial adviser with extensive background in private client services. Formerly worked with leading financial groups, bringing deep industry knowledge and practical experience to client relationships.
Questions
What financial planning services do you offer?
We provide comprehensive services including retirement planning, wealth building, inheritance tax strategies, equity release, investment management, and mortgage advice.
How do you tailor financial advice to individual needs?
We conduct detailed consultations to understand your personal circumstances, financial goals, and risk tolerance before developing customised strategies.
Are your financial advisers qualified?
All our advisers hold industry-recognised qualifications, including Chartered Financial Planner designations, with many having decades of professional experience.
Do you serve clients outside Kent?
We work with clients across the UK through both in-person meetings at our Ashford office and remote consultation options.
How are your advisory fees structured?
We provide transparent fee structures during initial consultations, with costs based on the complexity of your financial situation and required services.
What makes Talis different from other advisers?
Our life-first approach combines technical expertise with empathetic service delivery, focusing on long-term relationships rather than transactional interactions.
Reviews (1)
Chantal Elgie-Peters
Jun 08, 2018
Report
Barry's professional client-centric approach has ensured that my investments are being managed at a risk level I am comfortable with. Being relatively new to the UK, he took the time to explain and educate me on the different products and taxation levels as well. Highly recommended.
