Contact Us

Financial Planning by TaxAssist Advisers have full access to the investment market and will research all opportunities to produce a recommendation tailored to your situation and style of investing.

Book a free consultation with an expert Independent Financial Planner today

For more information visit Financial Planning by TaxAssist to read about the team and the investment services we offer.

Investment Solutions

Financial Planning by TaxAssist can help with:

  • Setting up new investments
  • Reviewing your existing investments
  • Providing ongoing advice

Financial Planning by TaxAssist provides a range of investment solutions, including:

  • Bespoke Discretionary Fund Management
  • Managed Portfolio Service
  • With profit funds or collective investments
  • Stocks & shares ISAs
  • Investment bonds
  • Other investment types including Limited company director investments


Why Choose Financial Planning by TaxAssist 

  • Independent Financial Planners: Highly qualified advisers provide personalised and tailored investment recommendations
  • Full access to the investment market
  • Free initial consultation: A free initial meeting to discuss your situation and goals
  • Small business and limited company experts: benefit from a wealth of knowledge on the tax benefits and higher returns associated with investing company cash balances, compared to a low-interest bank account.
  • Tax-efficient: We work hand in hand with your accountant to ensure your investment savings are as tax-efficient as possible.


Get in touch

Book your free consultation today:

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Past performance is not a reliable indicator of future performance and should not be relied upon.

Join us in three easy steps

1 Sample image

Get in touch

Arrange a free consultation in person or via video with your local accountant. It’s an informal chat to get to know you and find out more about the help you are looking for.

2 Sample image

Chat to an expert

We clearly explain the support available to you and are happy to act as business advisors in order to help you grow your business.

3 Sample image

Get a fixed quote

Our fees are fixed and tailored specifically to each individual's needs, so that you only pay for the level of support and services that you require.

Choose the right accounting firm for you

Running your own business can be challenging so why not let TaxAssist Accountants manage your tax, accounting, bookkeeping and payroll needs? If you are not receiving the service you deserve from your accountant, then perhaps it’s time to make the switch?

Local business focus icon

Local business focus

We specialise in supporting independent businesses and work with 80,423 clients. Each TaxAssist Accountant runs their own business, and are passionate about supporting you.

Come and meet us icon

Come and meet us

We enjoy talking to business owners and self-employed professionals who are looking to get the most out of their accountant. You can visit us at any of our 409 locations, meet with us online through video call software, or talk to us by telephone.

Switching is simple icon

Switching is simple

Changing accountants is easier than you might think. There are no tax implications and you can switch at any time in the year and our team will guide you through the process for a smooth transition.

See how TaxAssist Accountants can help you with a free, no obligation consultation

0800 0523 555

Or contact us