This new service allows TaxAssist accountants to expand our one-stop-shop experience by expanding their tax, accounting, bookkeeping and payroll services to now include easy access to expert financial advice on the following services:
- Mortgages – residential, remortgage, buy-to-let, capital release and commercial
- Life insurance
- Critical illness insurance
- Income protection
- Family Income Allowance
- Relevant life policies
- Keyman Blanket
- Shareholder protection
- Group policies
- Investments, pensions and comprehensive financial planning advice will be launched shortly
TaxAssist Financial Services is led by Managing Director, Matthew Tyerman ATT DipPFS, who also owns and operates a successful practice of TaxAssist accountants in Hove.
Mr. Tyerman said: “TaxAssist Financial Services can help clients raise funds, protect their business and loved ones, maximize their return on pensions and investments, and plan for the future, all in a tax-efficient way. . In my own experience, TaxAssist customers have been eager to explore the new suite of services and have been very impressed with the solutions we have provided.
The highly experienced team of Independent Advisors includes, Mortgage and Protection Advisor and Team Leader, Matt Tansley Cert CII (MP), Mortgage and Protection Advisors, Robbie Dougal CII (MP), Hattie Lawrence Cert 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 needs.
Release Date Oct 20, 2022