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Dora Mann

Dora Mann of Talis Financial Advisers Ltd is based in Harrow. Dora has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD20 - Advising or arranging regulated mortgage contracts
CPD21 - Advising or arranging equity release transactions
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
CPD7 - Personal recommendation on long-term care insurance

Previous Employment:
Facts & Figures Financial Planners Ltd23/10/2014 to 31/05/2019
Landmark IFA Limited11/04/2013 to 04/08/2015
Trigon Financial Solutions Ltd31/03/2010 to 04/08/2015
Quilter Wealth Ltd02/04/2012 to 28/03/2013
Quilter Financial Services Ltd31/03/2010 to 01/04/2012
Trigon Associates Ltd03/01/2006 to 02/11/2010
Berkeley Independent Advisers Limited01/12/2001 to 24/12/2005
Trigon Associates Limited (174)01/10/1998 to 24/12/2005
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