News

12
Jul

Talis IFA acquires Dover-based IFA

Talis IFA has acquired Dover-based Regency IFA. Regency’s founder Barry Williams chose to sell due to his upcoming retirement.

Managing director at Talis IFA, James Cole, said:

“Barry pioneered fee-based financial advice and created a really great business over the last 20 years. He was especially known for his attention to detail and service to his clients. Barry helped those with modest wealth and more affluent individuals and families here in the South East to plan for a secure future. We aim to deliver the same positive experience.”

“The last 15 months has clearly been a turbulent time globally and financially. Naturally, many people have been thinking about how to create a secure future for themselves and their families. Whether planning for retirement, evaluating existing investments, protecting loved ones or raising equity from property, we are here to help clients make smarter financial moves thanks to our friendly and impartial advice.”

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