Dover-based independent financial advisor Regency IFA acquired by Ashford's Talis IFA

A Dover firm of independent financial advisors has been taken over by an Ashford company following the retirement of its founder.

Regency IFA, founded in 2001, has been acquired by Talis IFA for an undisclosed sum.

James Cole, MD of Talis Independent Financial Advisors
James Cole, MD of Talis Independent Financial Advisors

The deal comes after Regency's founder, Barry Williams, retired. It will also see Regency's Hazel Howard join the Talis team to continue to serve its client base.

Talis looks after more than £100million of funds for individuals, businesses, trusts and charities across the UK.

James Cole, managing director at Talis IFA, said: “Barry pioneered fee-based financial advice and created a really great business over the last 20 years, becoming known for his attention to detail and service to his clients. Barry helped those with modest wealth and more affluent individuals and families here in the South East to plan for a secure future. We aim to deliver the same positive experience and we are delighted to have Hazel join our larger team."

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