About Talk Money
Simplifying the complex
We believe that the only way to plan effectively is to seek to understand our clients own goals and desires. It is only when these goals are clearly understood that a full and complete financial strategy can put in place.
Many of our clients have been dealing with us for many years as they go through different phases of their lives.
From getting their first mortgage, to arranging pensions, building up savings and investing lump sums. Finally navigating the world of retirement income.
Our approach
UK Platform
Awards
Leading Adviser Business
Runner up 2020-2021
Money Marketing Awards
Advice Firm of the Year Finalist 2021
UK Platform Awards
Leading Adviser Business
Winner 2013-2019
Our Team
With more than 25 years of experience advising clients, our team is dedicated to providing a friendly and professional service.
Claire Cook
DipPFS Certs CII (MP&ER)
Financial Planner
Claire focuses on pension and investment advice. Claire has more than 25 years experience in the Financial Services industry.
Paola Harper
Cert CII (MP)
Mortgage & Protection Adviser
Paola focuses on mortgage and protection advice. Paola has more than 20 years experience in the Financial Services industry.