Talis IFA, an Ashford-based firm which looks after more than £100m in client funds, has acquired Regency IFA of Dover for an undisclosed sum following the retirement of its founder Barry Williams. 

As part of the deal Regency’s Hazel Howard has joined the Talis team.

Talis provides Financial Planning, wealth management and other advice services including auto enrolment and business advice. It also provides advice to trusts and charities.

Talis has clients across the South East and has been providing whole of market advice since the early nineties. 

James Cole, managing Director at Talis IFA, said: “Barry pioneered fee-based financial advice and created a really great business over the last 20 years, becoming 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 and we are delighted to have Hazel join our larger team.”

“The last 15 months has clearly been a turbulent time globally and financially and 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.”