Why Talking Finances?
You’ll be listened to
At Talking Finances, you talk and we listen, not the other way around. We then start from wherever you are, providing you with all the support, technical expertise and education you want and need to help you on your way. It’s about your agenda, not ours.
Your best interests are our only interest
We are independent financial advisers. That’s important because it means we have no bias towards any one particular financial product or service. We are free to search the whole market for our recommendations and we’re not incentivised by being paid commission for selling you investment products.
You’ll feel at ease with us
We’re not the traditional stuffy financial advice firm you might picture when you think of financial advisers. Get to know us on our team pages. We’re part of the local community, speak in plain English and are firmly of the opinion that no-one should be made to feel like they aren’t enough, or don’t have enough, when they seek financial advice.
We’re for everyone
We work with clients from all backgrounds and at all stages of life. Women face unique challenges when it comes to building a secure financial future and we understand that some women prefer to deal with a female financial adviser. We are more than happy to accommodate that request.
You’ll benefit from our “whole team” approach
It’s a team effort at Talking Finances with different members of the team being brought in at different stages where they can add most value. Although you will have a named adviser who you can come to at any point, we do our planning as a team because it means you benefit from our shared technical knowledge and expertise.
We’re experienced and highly qualified
Chris Masters, founder of Talking Finances holds Chartered Financial Planner status – the “gold standard” financial advice accreditation – and is a Fellow of the PFS. All of our advisers are fully qualified to provide regulated financial advice and have extensive experience supporting clients through life’s ups and downs and helping them reach their desired destination. Just as importantly, we all love what we do and believe in the value it provides.
Our clients say lovely things about us
There’s no better way to tell you about the value of what we do, than to let our clients speak for us…
What our clients say
“I came to Talking Finances with very little knowledge and even less interest, but thanks to Carole’s endless patience and incredible ability to make the world of finance accessible, I find myself with a new area of interest which I am thoroughly enjoying!”
Viki, St Albans
“For a complicated topic the process went very smoothly and we understood what we were signing up to based on Catherine’s detailed explanations. Great service, simplified advice, support throughout process. Would definitely recommend.”
William Jones, Company Director - Surrey
“I was first introduced to Ray at Talking Finances a few years ago when I retired and needed guidance on the best way forward with my pension. He explained all the possibilities available to me and once the decision was made, dealt with everything for me, arranging meetings at my home if needed.
I have always found Ray to be very knowledgeable, approachable and friendly, and, importantly for me, easy to contact and quickly ‘on the case’ when required. I’m happy and confident that my investment is in the best hands.”
“Chris is a friendly and helpful financial adviser who clearly knows his subject and is very good at explaining the sometimes complicated financial jargon in putting it in plain English. He also takes the time to listen to, and constructively contribute to, the goals and aspirations of our long term planning, while not losing the sight of our immediate needs.”
“We were extremely pleased with Catherine at Talking Finances. She gave our business step by step, jargon free guidance and reassurance that allowed us to plan for the future. I would wholeheartedly recommend her to anyone.”
Adrian Turnham, Company Director - Kingston
“I have used Ray’s services for a number of years and have always valued his advice. His customer service skills are exemplary; always very approachable, speaks in plain English and takes the time to explain his recommendations and the technicalities of his advice.”