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

Rosemount launches AI promotions tool

Rosemount launches AI promotions tool

Assessing content under FCA rules

Cameron Roberts
clock 28 May 2026 • 1 min read
New head of protection development for Omni Protect

New head of protection development for Omni Protect

Dave Butler takes the role

Cameron Roberts
clock 27 May 2026 • 1 min read
Mortgage firms reporting lower proportion of vulnerable customers

Mortgage firms reporting lower proportion of vulnerable customers

Data from the MorganAsh Resilience System (MARS)

Jaskeet Briah
clock 27 May 2026 • 2 min read