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Talis IFA's Testimonial

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

Retired from a large company in early 2021 and looking to establish a long term income plan for my retirement.

How has Jamie Hilsdon helped you?

Jamie has been easy to talk with as we've discussed my needs and my families needs for retirement. He has given me good education, offered good ideas and modelled various options based on our discussions. Plus, Jamie has been very flexible as circumstances have changed in the last 18 months.

Have you seen the outcome you were hoping for?

Yes - all investments are in place with regular meetings to discuss "how things are progressing" with Jamie bringing new ideas to the table as he monitors returns.

What could they have done better?

Jamie was very patient and approachable in the days when I was looking at a number of Financial Advisors. He has a professional but friendly approach and I cannot think of anything he could have done better.

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