We want to work with you
Our services are designed to help couples or individuals with investments, pensions and cash of around £200,000 and over.
We work to help you to make the most of your financial future but what makes us different from other advisory firms?
Assets Financial Services does not provide taxation advice but our colleagues at Assets Accounting are at hand to assist you with any tax guidance you may require.
Reasons to choose Assets Financial Services
Clear advice from experts – Our highly qualified and experienced Chartered Financial Planners specialise in investment and retirement planning. They will guide you through your options and help you to make the right choices.
Over 30 years experience – We have been providing investment and retirement advice for over 30 years. This experience ensures that when it comes to your future, your finances are in safe hands.
Truly understand your finances – Using cashflow modelling we can demonstrate how you can achieve financial security both to maintain your lifestyle now as well as prepare for your future and whether your assets are able to sustain you.
Independent and unbiased advice – As Independent Financial Advisors we have access to the whole market. You can be sure that our advice is completely unbiased and our recommendations are entirely based on what is in your best interest, allowing you to grow your investments whilst mitigating risk.
24/7 access – When you work with us you will have access to your own investment portal. Here you can monitor your portfolio as well as communicate with us directly and securely, 24 hours, 7 days a week.
Ethical investments – With over 30 years experience in ESG investment, we can help you invest ethically.
Transparent fees – Our fee pricing structure is simple ensuring that you always know what you are paying for. As Independent Financial Advisors, you can be assured our advice is impartial and that no commission is paid for our investment or retirement planning advice. For further information on our fee pricing, please take a look at our pricing page.
Let's talk if you would like to discuss our services and how we can help you
Book an appointmentIf you prefer call us on 0118 9469717 or email ion@assets.ltd.uk