Talis Independent Financial Advisers

Managing Director

Personal Finance Society

Chair, Regional Committee

Vice Chair, Regional Committee

Regional Officer

Stennings

Associate Director

Santander Asset Management

Providing support and assistance to independent financial planners across the South East with particular emphasis on matching clients' expectations to appropriate investment solutions.

Regional Account Manager

Hornbuckle

Trustee Consultant

Aegon UK

Working exclusively with independent financial advisers, I offer ideas to develop business and challenge old ways of thinking in order to maximise revenue in the face of new and innovative competition.

Business Development Consultant

Barclays Wealth

As part of the global Barclays Wealth team, I worked with SME owners and directors to ensure their financial planning is aligned to their business and personal goals.

Financial Planning Manager

Abbey

Managing and developing relationships with new and exisiting clients. Advising on investment and retirement solutions from Abbey and Inscape.

Client Relationship Manager

Martin Andrews & Associates Ltd

Advice, consulting, relationship management.

Independent Financial Adviser

Standard Life

Investment sales, relationship management.

Account Manager

Managing Director at Talis Independent Financial Advisers

Leading the awesome team at Talis IFA having been immersed in financial services since age 18. 

As well as training up-and-coming youngsters, I remain passionate about developing advisers of all ages and stages to be the best they can be. 


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