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 ...
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