Kent IFA acquires local firm

Regency IFA acquired

clock • 1 min read

Kent-based advice firm Talis IFA has bought Dover firm Regency IFA for an undisclosed fee.

Regency IFA founder Barry Williams is set to retire after the acquisition by the firm based nearby in Ashford, Kent.  Hazel Howard from Regency will join the Talis IFA team, which offers advice on individual and group life insurance, PMI and healthcare, alongside wealth management, retirement planning and pensions. Talis IFA managing director, James Cole, commented: "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 ...

To continue reading this article...

Join COVER for free

  • Unlimited access to real-time news, key trend analysis and industry insights.
  • Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
  • Receive breaking news stories straight to your inbox in the daily newsletter.
  • Members only access to monthly programme 'The COVER Review'
  • Be the first to hear about our CPD accredited events and awards programmes.

Join now

 

Already a Cover member?

Login

More on Adviser / Broking

Professional skills: If protection feels salesy, it's because the adviser is unclear on their role

Professional skills: If protection feels salesy, it's because the adviser is unclear on their role

“The client isn't being sold at. They're being looked after.”

Ash Borland
clock 19 May 2026 • 3 min read
CIExpert partners with Succession Wealth

CIExpert partners with Succession Wealth

Supporting protection as part of holistic planning

Jaskeet Briah
clock 18 May 2026 • 2 min read
Targeted Support is a turning point - but it must include protection

Targeted Support is a turning point - but it must include protection

“This is an important moment for the advice market”

Roy McLoughlin
clock 14 May 2026 • 5 min read