Your financial planning needs will be unique to you for both your future and the future financial protection of your family. We want to support you every step of the way to introduce you to highly qualified, independent financial advisers who can assess your needs and provide you with expert, tailored advice to support you to achieve your goals.
How can Independent Financial Advisers help me?
It's advisable to seek independent financial advice for complex products so that you can find the right solutions to suit your personal circumstances. Independent financial advisers can review the products across the whole market to find financial solutions tailored to your needs.
- Full independent financial planning
- Pensions and retirement planning
- Mortgages – residential, re-mortgages, buy-to-let and commercial
- Equity Release
- Personal protection including Life Insurance,Critical Illness, Income Protection and Family Income Benefit
- Business protection including Relevant Life Plans, Key Person Cover, Business Loan Protection, Executive Income Protection and Shareholder Protection
Will I need to meet with the adviser?
We can arrange for you to have a free consultation with a friendly TaxAssist Financial Services adviser to discuss your initial enquiry via telephone or video call. This can be arranged to take place from the comfort of your home at a time that suits you.
Their friendly and approachable team understand that every client has unique ambitions and plans for the future. You will be provided with a dedicated adviser who will take the time to understand your situation and your goals, to enable them to provide expert, impartial recommendations that work for you.
TaxAssist Accountants – Your one-stop shop for a wide range of supporting services
We are able to help you with a range of services throughout the journey of your business life and can help with personal finances too. We know that running your own business can be challenging at times and so at TaxAssist Accountants we are here to support you every step of the way.
Speak to us at TaxAssist Accountants and we can introduce you to TaxAssist Financial Services. Alternatively you can contact the TaxAssist Financial Services Team directly on 0800 978 8000 or complete our enquiry form.
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?
We specialise in supporting independent businesses and work with 80,684 clients. Each TaxAssist Accountant runs their own business, and are passionate about supporting you.
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.
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.