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Talk to us!
Services
As a customer of Talk Financial Solutions you will have your own dedicated independent financial advisor who will be able to help you with all of your finacial enquiries and needs. Any initial consultation with your advisor will be free and with no obligation. This consultation will provide you with the opportunity to get to know your advisor and ask them any questions you may have.
Our ongoing commitment to you
Your personal advisor will provide regular reports on your existing contracts for you to reference
Your advisor will offer annual reviews
When reviewing your pensions and investments your advisor will carry out a full portfolio analysis to ascertain investment performance, asset allocation & risk assessment to ensure that your investment remains suitable and on target.
We provide regular newsletters with helpful tips & up to date market & legislation changes.
In the unlikely event that you need to make a complaint about our services or activities please
click here
to view our complaints procedure.
Some of our solutions
Independent financial planning and advice
Estate planning
Mortgage advice
Insurance advice
Pensions advice
Savings and investment advice
Tax planning
Wills & Trusts
Review of existing financial arrangements
Some of our products:
Unit Trusts
Bonds
ISA's
Residential & Commercial Mortgages
Life Assurance
Critical Illness Cover
SIPPS
Personal Pensions
Group Personal Pensions
Pension Annuities