Getting to know you
Everyone’s situation is different, which is why we spend the time to understand your lifestyle, situation and plans for the future.
Let's talk
Let’s discuss your aims in life and we can then plan to ensure you have the money to get there.
Book a call now with a Chartered Financial Planner.
Book an appointmentIf you prefer call 0118 9469717 or email ion@assets.ltd.uk.
Getting to know us
We are a small team of professionals who are experts in securing your financial future. Our team has been working together for a number of years and we pride ourselves on providing a personal service. Call, email or come and visit us.
Your trusted financial counsel
Our aim is to become your trusted financial counsel. We will invest time in getting to understand your situation now and what your aspirations and goals are for the future.
Casting an impartial eye over your existing arrangements we will ensure that they are right for you and that your investments are working hard. We will always give you the best recommendations and our independent status gives you the assurance that our advice will always be unbiased.
How much will I pay?
We offer our clients a fair and transparent services and fee structure. Our initial discussions are always free of charge and there is no obligation to work with us. For further information see our prices and fees.
Helping you with other areas
You will sometimes need advice on other areas of your finances. Our colleagues at Assets Accounting can help you with any accountancy or taxation guidance you may require. We can also introduce you to our trusted network of mortgage guidance and Wills.