Talis IFA

Talis IFA provides independent financial advice, helping clients navigate the financial world. With over three decades of experience, they offer objective and tailored advice to assist individuals in achieving financial goals.
  • Wealth Building
  • Wealth Transfer
  • Retirement Planning
  • Independent Financial Advice

Size
Small
Phone
N/A
Email
N/A
Locations
Stoke house, Church Rd, TN23 1RD
01233722999
Digital Popularity
Popularity over time
Social Media
Competitors
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True Potential Wealth Management
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Carpenter Wealth Management Ltd
Carpenter Wealth Management Ltd provides tailored wealth management advice to individuals and businesses, focusing on achieving personal and business financial objectives.
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Talis IFA is operated by Talis Financial Advisers Ltd and is a Active company incorporated on 17 October 1991 with the registered office located in Ashford, Kent. Talis Financial Advisers Ltd was registered 33 years ago.

Status
Active
Size
Small
Directors
2
Age
33 years old
Employees
17
Turnover
Unreported
Total Assets
£938.47K
Cash in Bank
£188.79K
Total Liabilities
-£289.82K

Director • Secretary • PSC • Financial Adviser • British • Lives in England • Born in Jan 1978
Teams
All
21
Finance
16
Management
3
Sales
2
Other
3
Managing Director • Joined Apr 2019
Head Of Advice • Joined Aug 2024
Business Development Manager • Joined May 2019
Office Administrator • Joined Sep 2008
Financial Adviser • Joined May 2024
Independent Financial Advisor • Joined Jul 2011
Independent Financial Adviser • Joined May 2021
Independent Financial Advisor • Joined May 2021
Independent Financial Adviser • Joined Sep 2020
Financial Planner • Joined Apr 2022
Financial Adviser • Joined May 2024
Independent Financial Advisor • Joined Jul 2011
Independent Financial Adviser • Joined May 2021
Independent Financial Advisor • Joined May 2021
Independent Financial Adviser • Joined Sep 2020
Financial Planner • Joined Apr 2022
Independent Financial Adviser • Joined Apr 2019
Independent Financial Adviser • Joined Apr 2019
Paraplanner • Joined Apr 2023
Mortgage Broker • Joined Oct 2015
Managing Director • Joined Apr 2019
Head Of Advice • Joined Aug 2024
Paraplanner Team Leader • Joined Aug 2024
Business Development Manager • Joined May 2019
Mortgage Broker • Joined Oct 2015
Office Administrator • Joined Sep 2008
Mr • Joined Oct 2015
Independent Financial Advisor And Chartered Financial Planner With Talis IFA • Joined Dec 2023
View 21 members