Neli Hogan
Talis Financial Advisers Ltd
Minimum savings/pensions: Over £100,000
Minimum mortgage: Over £250,000
0330 038 8940
Based in Bracknell
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FCA status: Certified by Firm
Neli is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Neli's statusLast checked: 20 April 2026
Neli is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Neli's status
Recent Client Reviews
Neli has not received any client reviews in the past 12 monthsNeli has not received any reviews in the last 12 months
Neli has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.Last checked: 12 April 2026
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Neli has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
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Neli has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
About
The world of money, pensions, and tax can often feel overwhelming, and my true passion lies in turning that complexity into clear, actionable strategies. My goal is to give you the absolute peace of mind to enjoy your life today, knowing tomorrow is secure. Having worked in the financial services industry for over 20 years, I have developed deep specialisms in retirement planning, complex pension consolidation, and Inheritance Tax planning. I also have a strong focus on Sustainable (ESG) investing and helping business owners extract their profits smartly and efficiently. For me, financial advice is never just about numbers on a spreadsheet. It is about your life, your family, and your legacy. My clients often tell me they feel safe knowing they have an expert guiding them through the labyrinth of financial solutions, ensuring they reach their goals in the most suitable and tax-efficient way. My expertise lies in my unique approach: I take the time to truly listen, designing and implementing tailor-made solutions that fit your individual circumstances perfectly. Because people buy into people, I believe it is important you know a little about the person behind the advice. When I am away from the office, you will usually find me enjoying the great outdoors, exploring the local countryside with my family, or unwinding with a brilliant book and a strong cup of coffee! (Note: Feel free to swap this out with your actual favorite hobbies!) Benjamin Franklin once said, “If you fail to plan, you are planning to fail.” So, if you haven't got a plan yet, I can help. Please feel free to call or email me for a no-cost initial consultation, and let's see how we can start making better financial choices for yourself and your family.