Financial Index › IFA Index › Talis Financial Advisers Ltd

IFA Financial Advisers UNCLAIMED LISTING

Talis Financial Advisers Ltd

IFA Financial Advisers · Ashford, Tunbridge Wells · Est. 1991

35 years

Active Trading

Active

CH Status

02654846

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Talis Financial Advisers Ltd
Companies House number	02654846 →
Company type	Private Limited Company (Ltd)
Registered address	Stoke House Church Road, TN23 1RD
City / Region	Ashford, Tunbridge Wells
Date incorporated	1991
Years trading	35 years
CH status	Active
Specialism	Recorded activity: 66190 (activities auxiliary to financial intermediation), 66220 (activities of insurance agents and brokers)
Index status	Claim this listing →

About Talis Financial Advisers Ltd

Established in 1991, Talis Financial Advisers Ltd has over 35 years of trading history, placing it among the more experienced firms in its sector. This longevity reflects sustained client confidence and a track record of adapting to the evolving UK regulatory and market environment.

It is one of 18 ifa financial advisers listed in Wells on this index of 1663 UK firms in the category.

Check both firm and adviser on the register; individual advisers appear with their own reference numbers.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.

Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.

How to Choose the Right IFA Financial Adviser

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Probe the review process: what is assessed annually and what triggers advice between reviews.

Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?

Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.

How much does independent financial advice cost?

Costs vary with complexity: an initial piece such as a pension review sits in the hundreds-to-thousands range, and ongoing management typically charges 0.5% to 1% of assets each year, disclosed and agreed upfront.

Do I need an IFA or can I manage my investments myself?

Neither answer is universal: platforms make DIY investing accessible, while advisers add value in the technical layers, tax wrappers, pension rules, estate planning, that compound at scale.

What qualifications should an IFA have?

The regulatory floor is Level 4 (DipPFS or equivalent); many advisers carry Chartered or CFP status above it. Check the individual, not just the firm, on the Financial Services Register.

What happens if I receive bad financial advice from an IFA?

Complain to the firm first, which must respond within eight weeks; if unresolved, the Financial Ombudsman Service can consider the case and award compensation for eligible complaints, and firms carry professional indemnity insurance behind that.

Other IFA Financial Advisers in Ashford

T.I.M.C. Independent Financial Advisers LimitedAshford · Est. 2003	View →
Bespoke Financial Planning Kent LimitedAshford · Est. 2015	View →
C J Financial Kent LtdAshford · Est. 2012	View →
Kent Tax Advisers LimitedAshford · Est. 2026	View →

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Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Talis Financial Advisers Ltd or any listed firm. This page does not constitute financial advice. Always verify a firm's regulatory status on the FCA Register at register.fca.org.uk and its Companies House status at companieshouse.gov.uk before entering into any arrangement.

Talis Financial Advisers Ltd | IFA Financial Advisers | Ashford | Est. 1991