TaxAssist Financial Services offers you the right financial solution with tailored, expert, advice on investments, pensions, mortgages, personal and business protection.
We are independent brokers, meaning we are not tied to any provider or product and have full access to the market to find a tailored solution to meet your needs.
Our friendly and approachable team understand that every client has unique ambitions and plans for the future. Your dedicated adviser will take the time to get to understand your situation and your goals, to enable them to provide expert, impartial recommendations that work for you.
TaxAssist Financial Services is a part of The TaxAssist Group, which was launched to complement the services delivered by TaxAssist Accountants, an established national network of accountants across the UK.
Our Financial Services operation is delivered by a team of dedicated, qualified and friendly financial advisers. As a collective, the Financial Services Team has over 100 years of experience in supporting clients with their financial needs.
Our promise to you
- An exceptional service - if you are looking for an honest, professional, expert and friendly service that you can trust - you are in the right place. Providing an exceptional client experience is the cornerstone of our offering.
- Clear advice - we’re here to cut through the jargon and help you understand the complexities associated with mortgages and financial services, by explaining everything in simple terms.
- Advice that you can trust – our highly qualified advisers use their expertise and industry knowledge in a forever changing market to deliver independent, impartial and tailored advice with your best intentions at the heart of any recommendations we make.
- To make your life easier - you will have a dedicated and friendly adviser who will be by your side to support you from your initial enquiry, all the way through to completion of your service. We are here to remove the time and stress involved with securing the financial services you need so you get on with the things you enjoy.
Our full range of services include:
- Full financial planning
- Wealth Management
- Mortgages – residential, re-mortgages, buy-to-let and commercial
- Equity Release
- Life Insurance
- Critical Illness
- Income Protection
- Family Income Benefit
- Relevant Life Plans
- Key Person Cover
- Shareholder Protection
Our Team of Specialists
Each of our highly qualified advisers have their own areas of specialisms. From day one, you will have a dedicated adviser whose specialisms match your service need.
All of our advisers pride themselves on establishing long-standing relationships with their clients, which is built upon using their experience, knowledge and friendly nature to demonstrate how much they care about doing the best for their clients, every time.
Meet our team of specialist advisers here.