Neli Hogan
Talis Financial Advisers Ltd
Minimum savings/pensions: Over £100,000
Minimum mortgage: Over £250,000
0330 038 8942
Based in Bracknell
View locationChecks carried out by VouchedFor
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 status
Last checked: 20 May 2025
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 months
Neli 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: 06 March 2024
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.
4
Qualifications Uploaded
Neli has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Neli has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Neli has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Neli has provided information on their typical fees
Neli has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
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 status
Last checked: 20 May 2025
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 months
Neli 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: 06 March 2024
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.
4
Qualifications Uploaded
Neli has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Neli has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Neli has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Neli has provided information on their typical fees
Neli has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I am an Independent Financial Adviser with over 15 years of experience. I help and support my clients in the process of making smart financial choices. Working closely with individual clients and company owners and designing long-term Financial Strategies helps clients grow and protect their wealth and plan for a secure non-taxing retirement. I help clients plan an efficient Intergenerational Wealth Transfer and leave a legacy to their loved ones. With extensive experience in Pension consolidation and Retirement planning, Sustainable Investments, Financial Protection, and Inheritance Tax planning matters, I assist my clients in reaching their long-term objectives. They tell me that they feel safe knowing that an expert is guiding them through the labyrinth of financial solutions and helping them reach their goals in the most suitable and tax-efficient way. My expertise lies in the unique approach to designing and implementing tailor-made solutions for clients' individual circumstances. Benjamin Franklin once said, “ If you fail to plan, you are planning to fail", so if you haven't got a plan, I can help. Call me or e-mail me for a no-cost initial consultation and see if you could start making better financial choices for yourself and your family.
Offers available through VouchedFor
Contact Neli through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Neli's clients
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