Making conversations about money easy.

Independent advice from a team of experts.

Talking about finances

We know that talking about your finances can be daunting. That’s why the first thing we do, is listen. Our role is to understand what’s important to you and how we can help you achieve it because, ultimately, we want to place you in control of your financial future.

We also understand that financial advice, with all its industry jargon and complex terminology, can be off-putting. And that the last thing you want is to feel embarrassed you don’t have a better grasp on your finances. We’re different: we speak plain English, provide a compassionate and sensitive service and believe there there is no such thing as a ‘silly’ question.

Meet your team

At Talking Finances, we take a whole team approach. That’s because we know that by working together, we produce better results for our clients. It also means you’ll have a whole team on your side.

Come and meet us.

Chris Masters
FPFS

Chartered Financial Adviser

Meet Chris

Ray Blake
DipPFS

Financial Adviser

Meet Ray

Carole Haswell
DipPFS

Financial Adviser

Meet Carole

Peter Matthews
DipPFS

Financial Adviser

Meet Pete

Gary Inch
DipPFS

Operations Director

Meet Gary

Sue Porter
Cert CII (FS)

Office & Client Relationship Manager

Meet Sue

Paula Heaps

PA & Administrator

Meet Paula

Who we help

We work with clients at every stage of life. Find out more about how we help clients navigate the challenges and transitions of life:

You're making changes

Are you thinking about retirement? Or going through a divorce? Perhaps you have an empty home now your children have flown the nest? Or you're considering a career change?

This is how we help

You're recently bereaved

Have you lost a loved one? Are you feeling vulnerable and unsure how to manage your finances? We can help you understand your money and gain control over your financial future.

This is how we help

You're settling down

Are you thinking about settling down or starting a family? Would you like to buy your first home? Or maybe your forever home? Perhaps you want to readjust your work-life balance?

This is how we help

You're starting out

Are you confused about how much you should be saving or what to put into a pension? Have you received an inheritance, gift or bonus but feel unsure about how to invest it?

This is how we help