Neli Hogan
Holistic Independent
Financial Adviser in Berkshire
I work closely with my clients, be they individuals or business owners, to design long-term financial strategies so they can grow and protect their wealth for retirement. Independent Financial Advice also helps you plan efficient Intergenerational Wealth Transfer, so you can leave your loved ones a legacy.
Holistic IFA in Berkshire
Support with the process of making smart financial decisions to secure efficient funding in life and for future generations.
Individual Clients and Company Owners
I work closely with my clients, be they individuals or business owners, to design long-term financial strategies so they can grow and protect their wealth for retirement. Independent Financial Advice also helps you plan efficient Intergenerational Wealth Transfer, so you can leave your loved ones a legacy.
Private Clients
Whatever life stage you are in, now is the time to ensure you have the right plans in place to secure your financial future. I understand how to help you build a plan that is right for you now and in the future.
Learn more…
Corporate Clients
The only constant in life and business is change. Starting up, growing, merging and exiting business all bring their own financial challenges. Whatever your goals in business are, I can help.
Learn more…
What IFA Truly Means
The term ‘Independent Financial Adviser’ means that I am able to advise on the full range of financial matters. I am proud of my independent status and ability to recommend investment opportunities from an un-restricted framework. I scour the entire marketplace and advise on all the investment opportunities and products.
As an IFA I am governed by the FCA (Financial Conduct Authority), and your money is always protected by the Financial Ombudsman Service up to a maximum of £375k and by the FSCS (Financial Services Compensation Scheme) if my company goes out of business.
When you work with me, you can trust that I have your best financial interests at heart.
Working With an IFA
I look after financial matters for both private clients and corporate clients. Please see my services for Private Clients and Corporate Clients and get in touch if you would like to learn more.
Why choose Neli Hogan as your Independent Financial Adviser?
With nearly two decades of experience, I provide expert support you can depend on and that will help you achieve your long-term financial objectives.
Your financial strategy will differ from that of your neighbour, or your business partner and I recognise that your needs, ambitions and attitude to risk all go into how you view your finances.
Drawing on a wide range of investment and protection services your financial strategy needs to be tailored precisely to your needs – there is no ‘one size fits all’ solution.
I chose to work with Talis Independent Financial Advisers because they understand that people want information, without being spammed. They want people to know that they are available to talk whenever needed – not just at the annual review, and they believe that a financial adviser should be able to advise on ALL aspects of personal and corporate finances as this is a specialism in itself.
I believe the same things.
I also believe that if my clients feel I am doing my best for them, then they will trust me to help them. I would love to tell you more about my values and helping others manage their finances, please get in touch for a no-pressure conversation.
Get in touch
Find Us
1 Pancras Square
London, N1C 4AG
Neli Hogan, One Pancras Square N1C 4AG
Talis Financial Advisers Limited is authorised and regulated by the Financial Conduct Authority and registered in England 2654846.
Head Office: Stoke House, Church Road, Ashford, Kent TN23 1RD. Copyright 2024. All Rights Reserved.
