Save and Invest
From building long‑term wealth to making the most of surplus income, saving and investing can help you work towards your future financial goals. TaxAssist Accountants can introduce you to independent external financial planning specialists who can help you understand your options and create a plan aligned with your circumstances. Any introduction is made on a no‑obligation basis.
Save and Invest
Request a Free No‑Obligation Initial Consultation
Speak with your local TaxAssist Accountant today on 0800 0523 555, and we’ll be happy to put you in touch with an appropriately authorised financial planning specialist who can support you with saving and investment planning.
Our external financial planning specialists can support a wide range of clients, including individuals, business owners and company directors.
How an Independent Financial Planner Can Help
Our external financial planning specialists can provide support with:
- Setting up new investments
- Reviewing existing investments
- Providing ongoing advice and reviews
- Aligning investments with long‑term financial goals
- Considering tax efficiency alongside your wider tax position
Investment Solutions
Depending on your needs and risk profile, investment support may include:
- Managed investment portfolios
- Discretionary fund management
- Stocks and shares ISAs
- Investment bonds
- Collective investment funds
- Director and company‑related investment planning
All recommendations are made by independent professionals and tailored to individual circumstances.
Why Access Investment Support Through TaxAssist?
- Access to Independent Specialists
Referrals are made to experienced financial planners who are authorised and regulated by the Financial Conduct Authority.
- Free Initial Consultation
An initial meeting is provided at no cost to explore your objectives and outline potential options.
- Joined‑Up Financial and Tax View
Your financial planner can work alongside your TaxAssist Accountant to help ensure your investments are considered in line with your wider tax position.
- Support for Business Owners and Directors
Specialist expertise is available for individuals considering how best to invest surplus personal or company funds.
Get in Touch
To request a referral for saving and investment planning support:
- Speak to your local TaxAssist Accountant, or
- Call 0800 0523 555
Your accountant will discuss whether a referral to an independent financial planner is appropriate for your situation and arrange an introduction where helpful.
Contact Us
Contact us to book your free video or face-to-face consultation to receive a proposal and fixed fee quote.
Join us in three easy steps
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.
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.
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
We specialise in supporting independent businesses and work with 100,000 clients. Each TaxAssist Accountant runs their own business, and are passionate about supporting you.
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 389 locations, meet with us online through video call software, or talk to us by telephone.
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.