About Talis IFA - Rachel Johnston

I excel at making the complex seem simple and really being able to get to the heart of your aspirations. My aim is to form strong and lasting relationships, making sure you always have the best solution whatever your needs may be.
Also a qualified mortgage adviser, I am working towards my chartered qualification and hope to have completed this in the next few years in order to further advance my technical knowledge. I have a son and 3 step-daughters, plus an ever growing array of animals! In my spare time I enjoy visiting theme parks both in the UK and overseas.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • School fees planning

  • Business:
  • Commercial mortgages
  • Employee benefits
  • Corporate pension
  • Group pensions

  • Mortgages:
  • Mortgage protection
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • Equity release
  • High loan to value
  • Self employed

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