Independent Financial Services

We work with TaxAssist Financial Services who can advise you on all aspects of your financial affairs.

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.

TaxAssist Financial Services provide independent, bespoke advice on the following services:

Full independent financial planning
Investments
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?