Services
Private Clients
What is most important to you? Is it making the most of your pensions; funding your children’s education; having a robust plan for inheritance tax, or selling a business? Is it more important to grow your money or be able to draw a comfortable income from your investments?
Whatever your priorities, I can help you.
Pensions & Retirement Planning
- Simple assessment of likely future entitlement
- Pension performance review
- Wealth management
- Inheritance Tax advice
- Mortgage planning for later life
- Equity release
Investments & Savings
- Review and evaluation of existing investments
- Investing a lump sum
- Investing for your children
- Tax efficient and tax-free investments
- Investing for retirement
- Independent recommendations
Inheritance Tax & Trust Planning
- Appraisal of current assets and worth
- Calculation of likely Inheritance Tax impact
- Affordability assessment for living comfortably
- Advice in reducing assets to minimise Tax impact
- Strategic financial investment advice
- Wealth creation, consolidation and distribution assistance
Mortgage Advice
- Impartial, expert and tailored whole of market mortgage advice
- All types of mortgages advised on
- Document collation, verification and presentation to the lender
- Client advocacy and full guidance
- Expertise in predicting potential roadblocks
- Advice on protection and insurance
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.
