Graham Lee
Talis Financial Advisers Ltd
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0330 038 8938
Based in Whitstable
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2020
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Graham is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Graham's status
Last checked: 12 April 2025
Graham is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Graham's status
11
Recent Client Reviews
Graham has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Graham has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 30 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Graham has not yet added their qualifications to their profile
Qualifications not yet added
Graham has not yet added their qualifications to their profile
Transparent Fees
Graham has not yet added their fees to their profile
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Graham has not yet added their fees to their profile
12
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Graham (based on 12 first impressions)
100% of users who are not yet clients had a positive first experience with Graham
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Graham (based on 12 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Graham is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Graham's status
Last checked: 12 April 2025
Graham is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Graham's status
11
Recent Client Reviews
Graham has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Graham has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 30 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Graham has not yet added their qualifications to their profile
Qualifications not yet added
Graham has not yet added their qualifications to their profile
Transparent Fees
Graham has not yet added their fees to their profile
Fees not yet added
Graham has not yet added their fees to their profile
12
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Graham (based on 12 first impressions)
100% of users who are not yet clients had a positive first experience with Graham
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Graham (based on 12 first impressions)
I have been a financial adviser since 1998 and have provided advice to a wide range of clients though both good and bad times. I deal with a very broad spectrum of enquiries. From people having their first involvement with a financial adviser to maybe buy their first home, all the way through to dealing with inheritance tax concerns or how to pay for care. One thing I have learnt over that time, is that the most important aspect before giving any advice is to really get to know your client and what they hope to achieve. Never assume something can't be achieved, if you have a thought or question, just ask. Although my wife tells me I work long hours, I do take time away from work to spend time visiting my grown-up children and enjoying my young grand-children. Any time left might find me on my local golf course, or if it's the football season I still try and control 22 men with just a whistle!
Offers available through VouchedFor
Contact Graham through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Graham's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Mortgage value
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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