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Talis IFA's Testimonial

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

We needed advice on pension and life and disability insurance.

How has Jamie Hilsdon helped you?

He provided us with a detailed financial status and predicted future pension status upon retirement. He also provided valuable insights into disability and life insurance status. He spent considerable time explaining the report and guided us to selecting suitable policy and investment options tailored to our financial affordability. This was very impressive as most financial advisors always paint a bleak picture of our financial status and insist on large investment strategies to overcome these shortages. He was incredibly positive and provided the best solutions that where affordable. He assited with the reinvestment of our pension with suitable investment agents and this has led to positive returns as apposed to negative growth from previous financial advisors.

Have you seen the outcome you were hoping for?

Yes, growth in our pension has been very positive and we have always felt the life and disability cover was sufficient to support our needs.

What could they have done better?

After many negative experiences Jamie has managed to renew our faith in financial advisor services and there is nothing that he could have done better.

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