Hannah works with individuals and business owners across Kent and the Southeast, specialising in financial planning for people who are approaching a significant life or business transition.
For business owners, that often means planning ahead of a sale or retirement – structuring pensions tax-efficiently through the company, consolidating personal finances that have been running on the back burner while the business takes priority, and making sure the proceeds of a lifetime’s work are protected and working as hard as possible.
For individuals, her focus is pre- and post-retirement planning, investment strategy and tax efficiency.
Hannah is a fully qualified independent financial adviser, which means she has access to the whole of market – no product bias, no targets, just advice that works for your specific situation.
Hannah has been our financial advisor for the past few years. We have always found her very approachable and trust her completely to review and provide the best advice on our finances…I would highly recommend Hannah for anyone requiring professional financial advice.
If you have any questions or would like to book an appointment with Hannah, feel free to call on 01233 722932 or email at hjr@talisifa.com
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