News
TaxAssist provides access to financial services experts
The TaxAssist Group is delighted to announce the launch of a new financial services business, to support clients with their business and personal financial needs.
By Fraser McKay, MCIPR (Accredited)TaxAssist Financial Services (a TaxAssist Group Company), provides easy access to expert financial advice on the following services:
- Mortgages – residential, re-mortgages, buy-to-let, equity release and commercial
- Life insurance
- Critical illness insurance
- Income protection
- Family income benefit
- Relevant life policies
- Keyman cover
- Shareholder protection
- Group policies
- Investments, pensions and full financial planning advice will launch shortly
TaxAssist Financial Services is headed up by Managing Director, Matthew Tyerman ATT DipPFS, who also owns and operates a successful TaxAssist Accountants practice in Hove.
Mr Tyerman said: “TaxAssist Financial Services can help clients to raise finance, protect their business and loved ones, maximise their return on pensions and investments and plan for the future, all in a tax efficient manner. From my own experience, TaxAssist clients have been eager to explore the new range of services and they have been very impressed with the solutions we’ve delivered.”
The highly experienced team of independent advisers includes, Mortgage and Protection Adviser and Team Manager, Matt Tansley Cert CII (MP), Mortgage and Protection Advisers, Robbie Dougal CII (MP), Hattie Lawrence Certs CII (MP&ER), Grant Wilby CeMAP, Simon Restieaux CeMAP CeRER and Chartered Financial Adviser, Richard Taylor MBA APFS.
To find out more about TaxAssist Financial Services, please contact 0800 978 8000, email [email protected] for a free, no obligation meeting to discuss your requirements.
* TaxAssist Financial Services is a trading name of TaxAssist Direct Financial Services Ltd which is an appointed representative of 2plan wealth management Ltd. It is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.org.uk) under reference 971520. Registered office: Second Floor, Bankside 300, Peachman Way, Norwich, NR7 0WF. Registered in England and Wales Number: 12733866. Please note the client reviews shown below refer to the tax and accountancy services provided by TaxAssist Accountants and not the services provided by TaxAssist Financial Services..
Date published 20 Oct 2022 | Last updated 28 Nov 2023
Fraser McKay, MCIPR (Accredited)
Fraser is a highly experienced journalist and Accredited PR Professional and joined TaxAssist in 2016. He writes articles covering a wide range of topics relating to small businesses and accounting. In addition, Fraser provides communications training to the network, as well as looking after TaxAssist Accountants' national and local social media channels.
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