If you contact Talis IFA by phone, email or by visiting our head office in Ashford, the chances are you’ll speak to Aimee as a first point of contact.
Since joining us in 2022, Aimee has enjoyed getting to know our clients, and ensuring they have a warm welcome when coming to the office. From arranging review meetings, to writing the client reports based on these meetings, to ensuring actions are followed up afterwards, Aimee is dedicated to helping make sure that all our clients get the support they expect from Talis IFA.
Aimee says, “Being that first point of contact, it’s important to me that all of our clients are confident that they can talk to us at any time. Although our IFAs all pride themselves on their relationships with our clients, sometimes people feel more comfortable talking to me for something simple, for example if they need a quick update, or even to talk about a problem, rather than going straight to the adviser.”
Aimee also helps to keep everything running smoothly in the office, dealing with the post, managing diaries and updating our website with the latest useful articles.
“It’s important to our clients that we’re approachable, and that they feel able to trust us. I love talking to people, and am really proud of my part in making that happen.”
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