Company Information

Get to know Talis Independent Financial Advisers

Established in 2004, Talis Independent Financial Advisers is a professional financial planning firm that provides impartial, independent advice to both private and corporate clients. As Chartered Financial Planners, they adhere to a high standard of professional and ethical practice. Their core services cover all aspects of financial planning, including pensions and retirement planning, investments, savings, financial protection, and inheritance tax/estate planning. The company prides itself on building long-term relationships with clients to help them achieve their financial goals.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Talis Independent Financial Advisers

United Kingdom

Founded in

1992 (34 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.