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Financial Planning And Wealth Management

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We work with Assets Financial Services to assist with financial planning and wealth management. Your objectives and financial situation is unique. That's why they offer financial planning and wealth management services that are tailored to your needs.

Assets Financial Services will work with you to identify your individual needs and goals. Once they understand where you wish to go they will develop a financial plan that will help you realise your financial aims.

Whether you are looking to save towards retirement, make sense of your pension options or get the most from your savings they can help you create a financial plan that will put you on the path to success.

Assets Financial Services can assist you with a wide range of financial needs including:

· Making the most of your current pensions and savings

· Saving for the future in the most efficient way

· Investing a lump sum

· Reducing your exposure to Inheritance Tax

· Company pensions and employee benefits

They also offer a variety of resources to help you learn more about financial planning and wealth management.

Why work with Assets Financial Services?

You will receive advice from an experienced Chartered Financial Planner. All advice is provided by an adviser with specialisation in retirement planning and investment and full chartered status. Your adviser will take the time to get to know you and your objectives

Ongoing support. Good financial planning is an ongoing process not a single event. They will work with you over the long-term to help achieve your goals.

Independent and unbiased. They are not affiliated with any financial institutions, so they can offer you objective advice that is in your best interests.

Transparent fees. Their fee structure is clear and transparent. They do not receive commission for retirement planning or investment advice.

Award winning technology. They use the best secure technology to keep you informed about your portfolio.

Keeping you informed. You can always speak to an adviser but they will also keep you up to date with regular portfolio reviews and information as to financial planning developments.

Book an initial no-commitment consultation directly with specialist Ion Tsakalis Here or email him at ion@assets.ltd.uk.

Learn more at the Assetsfs.co.uk website

Assets Financial Services is a trading style of Sage Roxborough Ltd, which is authorised and regulated by the Financial Conduct Authority. Sage Roxborough Limited is entered on the FCA register under reference 718005. The information and content of this website is intended for UK consumers only and is subject to the UK regulatory regime. The FCA does not regulate some forms of mortgages and tax planning advice. Registered office Platform 9, Hove Town Hall, Church Road, Hove BN3 2AF. Registered in England No. 05478319

Our core services

Self Assesment

Our tax services make sure that your tax liability is calculated taking into account all allowed exemptions and deductions. We simplify the process by using accountancy software to accurately complete tax returns and calculate any tax liability that may occur, along with any payments that need to be made.

Corporation Tax

Corporation tax reliefs and rates change annually, so we ensure that we can provide all the right guidance and advice when looking at exemptions, allowances and deductions that may be available.

We will thoroughly review and prepare corporation tax returns in great detail in order to ensure you are complaint and that you don’t incur any penalties.

Capital Gains Tax

You may be looking at investments, a second property or another asset and our team can make sure you maximise your exemptions while simplifying the difficult area of capital gains tax.

Personal Tax Planning

We can help with the complex issue of personal tax, we know it can be difficult to understand, which is why we help every step of the way. We take away the time and stress by creating a tax planning strategy that suits your tax affairs, helping ensure you pay the least amount of tax. Our team will advise when payments are due along with what forms need to be filed and returned to keep you compliant.

How we help your business

Financial Planning And Wealth Management

We will work with you to gain control of your financial future by helping you to identify your financial goals and then creating a solid plan to achieve them

Tax Investigation Insurance

If you are self-employed or run a business, you know that HMRC (Her Majesty's Revenue and Customs) has the power to investigate your financial affairs. This can be a very stressful process, even if you have done nothing wrong.


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Expert witness services

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Corporate tax planning

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Removing the Book-keeping headache from your to-do list

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Making Tax Digital (MTD) is a government initiative that aims to make it easier and simpler for businesses to manage their tax affairs.


During the normal course of business, our clients face many obstacles and “points of pain”. This is where our vast experience comes into play to help our clients navigate those difficulties.

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