We came across a free consultation through a competition at a wedding fair and agreed to it. In our first conversation, we expressed the wish to get a financial overview of ourselves and our situation. If you have an organized household and always keep your paperwork in order, you won't have any problems with the data transfer. So we submitted the data and gave them the benefit of the doubt.
The result was a very good overview of financial security, insurance and pension provision that was presented to us. Our advisor was able to give us sensible suggestions for saving in the future and showed us how we could reinvest the money we had saved to build up a solid pension. Every meeting so far has taken place without any problems, even after we had signed contracts. The advice continues to be reliable and the communication remains serious.
In summary, I can say that we are satisfied so far and can highly recommend Telis.
However, there is one small point of criticism that needs to be mentioned. Due to the mass of paperwork and provision of data, something was unfortunately let out from time to time. However, this was quickly dealt with and corrected manually by the consultant.
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