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Talis IFA's Testimonial

What were the circumstances that caused you to initially look for an adviser?

I had additional money that I wanted to invest, after having our first child we wanted to create a will and ensure his inheritance was planned for.

How has Jamie Hilsdon helped you?

Creating a will a will and setting out the kids inheritance
Retirement planning and setting up retirement contributions
Life insurance

Have you seen the outcome you were hoping for?

Absolutely, we have been working with Jamie for more than 10 years and his advice has helped me stay on track with my life goals .

What could they have done better?

Nothing

- November 2023
This testimonial was successfuly verified by other source.