Talis Independent Financial Advisers
Talis Independent Financial Advisers is a financial advising company based in Ashford, England. They provide a range of services including financial planning, investment advice, mortgage lending, and pension management. As an established investment company, Talis Independent Financial Advisers offers expert financial services to help their clients achieve their financial goals.
Introduction to Talis Independent Financial Advisers
Talis Independent Financial Advisers is a UK-based company that provides financial advising services to individuals and businesses. The company was founded with the purpose of helping clients achieve their financial goals through expert advice and personalized solutions. What makes Talis unique is their commitment to providing independent and unbiased advice, as they are not tied to any specific products or providers.Services & products
Talis Independent Financial Advisers offers a range of financial services, including financial planning, investment advice, mortgage lending, and pension planning. They work closely with clients to understand their needs and provide personalized solutions to help them achieve their financial goals. Whether an individual is looking to invest for the future, purchase a property, or plan for retirement, Talis has the expertise to help.Location
Talis Independent Financial Advisers is located in Ashford, a town in the county of Kent, England. Ashford is a bustling town with a mix of traditional and modern businesses. Visitors to the area can expect to find a range of shops, restaurants, and other amenities. The three closest public transportation options to Talis are the Ashford International Train Station (1.5 miles), Ashford Bus Station (0.3 miles), and Ashford Park Street Train Station (0.6 miles).Benefits
Customers should choose Talis Independent Financial Advisers because of their commitment to providing independent and unbiased advice. Unlike other financial planners who may be tied to specific products or providers, Talis is dedicated to finding the best solutions for their clients. They also offer personalized advice and solutions tailored to each individual's unique financial situation.Good to know
Customers should be aware that Talis Independent Financial Advisers is an independent company and not affiliated with any specific financial product or provider. This allows them to provide unbiased advice and tailored solutions to their clients.Reviews
Customers have praised Talis Independent Financial Advisers for their expert advice, personalized solutions, and commitment to their clients' success. Many have noted the company's professionalism and attention to detail, as well as their ability to explain complex financial concepts in an understandable way.Amenities
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financial planning -
investment advice
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retirement planning
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tax planning
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insurance services
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asset management
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budgeting assistance
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debt management
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credit counseling
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estate planning
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online account access
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wealth management
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financial advice
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investment portfolio
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online trading
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brokerage account
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mutual funds
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stocks
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bonds
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etfs
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insurance
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risk management
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financial education
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trust services
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loan
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mortgage
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refinancing
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credit score
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interest rate
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pre-approval
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down payment
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closing costs
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escrow
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title insurance
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appraisal
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lock-in period
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prepayment penalty
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private mortgage insurance
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advisor
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pension plan
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retirement plan
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investment option
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online access
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tax advice
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risk assessment
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portfolio management
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retirement calculator
FAQ
What are the fees associated with the mortgage and how are they calculated?
At Talis Independent Financial Advisers, we offer a variety of mortgage options with different fees and rates. Our fees are calculated based on the size of the mortgage and the complexity of the application. We are transparent in our fee structure and will provide you with a breakdown of all associated costs before you proceed with any mortgage application.What is your track record for investment returns?
As financial planners, we focus on creating customized investment plans for each of our clients. Our track record for investment returns varies based on the goals and risk tolerance of each client. However, we strive to maximize returns while minimizing risk for all of our clients.Can you provide references or testimonials from satisfied clients?
Absolutely. We are proud of the relationships we have built with our clients and are happy to provide references or testimonials upon request. Our clients' satisfaction is our top priority, and we work hard to ensure that they receive the best possible service and advice.What types of financial services do you offer?
At Talis Independent Financial Advisers, we offer a wide range of financial services to meet the needs of our clients. Some of our services include financial planning, investment management, retirement planning, mortgage advice, and pension advice. We take a holistic approach to financial planning and work with our clients to create customized plans that meet their unique needs and goals.How do you customize your services to meet individual client needs?
We understand that each of our clients has unique financial goals, needs, and preferences. That's why we take a customized approach to financial planning. We start by getting to know our clients and their financial situation, including their income, expenses, assets, liabilities, and risk tolerance. From there, we work together to create a customized financial plan that meets their specific needs and goals. We also provide ongoing support and advice to ensure that their plan remains aligned with their changing circumstances and goals.Reviews
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Daniel Barber
James and his team have helped me with a number of issues this year from pensions management to a re-mortgage. The team has been professional and responsive and I have been very grateful for the support they have given me and my family.
27-01-2023
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garnet winham
Recommended by a friend and were first class in dealing with my investment and pension requirements.
27-12-2022
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Jackie Symes
I have peace of mind in knowing that James Cole at Talis IFA is administrating a solid portfolio of investments, chosen to suit my current needs and attitude to risk. The world of financial investments can be a minefield, so for me, it is essential to have a professional company advising and guiding me through. I would thoroughly recommend James Cole at Talis IFA.
27-12-2022
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Seapoint Calendar
Talis is so helpful and reliable, and l’m confidence that they handle my money well.
27-12-2022
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colin fellows
Hi James hope you and your family have a great Christmas and once again you have helped me for another year you deserve more than stars a medal would be nice ps stay safe and keep making me laugh xx
27-12-2022
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Marion Shrubsole
Always helpful!
27-12-2022
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Catherine Frost
I have received very helpful and comprehensive pension advice from James Cole prior to and following my retirement.
27-12-2022
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James Ellender
27-08-2022
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Sharon Samples
An absolutely rude arrogant man.
27-05-2018
