Services
Corporate Clients
Independent financial advice for business owners in Berkshire and beyond, advising Limited Companies, Partnerships and Sole Traders.
Providing flexible and reliable employee benefits helps you retain valuable employees. As an expert in corporate financial matters, I help employers secure the best terms for your staff.
Business Protection
- Free, impartial consultation
- Key person insurance
- Business ownership protection
- Tax implications explained
Group Life & Private Medical Insurance
- Whole of market, unbiased advice
- Aiding your employees to provide for their dependents
- Protecting mortgages
- Protecting families
Group Personal Pensions
- Existing provision review & annual reporting
- Budget and options guidance
- Auto enrolment guidance
- Direct advice to your employees
Investment Advice for Charities
- Key documentation review for compliance with legislation
- Support with your Investment Policy Statement
- Cashflow and objectives analysis and forecasting
- Fully documented due diligence process
- Ongoing review meetings and written reports
- Trustee auto-enrolment management
If you would like further information on the independent financial advice available for your business or charity, please don’t hesitate to get in touch for a no-obligation, no-fee discovery call.
Get in touch
Find Us
1 Pancras Square
London, N1C 4AG
Neli Hogan, One Pancras Square N1C 4AG
Talis Financial Advisers Limited is authorised and regulated by the Financial Conduct Authority and registered in England 2654846.
Head Office: Stoke House, Church Road, Ashford, Kent TN23 1RD. Copyright 2024. All Rights Reserved.
