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

Fintel Services to introduce exit and acquisition service

Fintel Services to introduce exit and acquisition service

Set to launch later this year

Jenna Brown
clock 13 August 2026 • 1 min read
COVER Excellence Awards 2026: Shortlists revealed

COVER Excellence Awards 2026: Shortlists revealed

Award ceremony in London, 10 November, 2026

COVER
clock 06 August 2026 • 4 min read
The missing asset in financial planning

The missing asset in financial planning

Money and health

Tony Müdd
clock 05 August 2026 • 2 min read