Excellent service and advice all round. Every step was explained clearly, communication was and is first class and nothing was too much trouble. Moving from one of the largest Pension providers i... See more
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Hatty, my adviser was brilliant! I was very anxious and having her help and assistance alleviated that anxiety and the pressure. She dealt with my issues proficiently and quickly - I could hardly... See more
Company replied
Hatty was great in handling the whole process of finding the best mortgage on the market for me. We had a couple of Zoom meetings and picked a mortgage very quickly, which was vital as rates in the ma... See more
Company replied
Hatty Lawrence is amazing. I'm a client of Tax assist for my accounts/tax returns and they are very friendly, thorough, and helpful. Hatty is no exception! She has helped me secure a mortgage for my f... See more
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Company details
Written by the company
Our Independent Financial Planners, Protection and Equity Release Advisers will provide you with clear, honest advice that they can trust. With full access to the market, they can recommend the right financial solution for you. Our services include pensions and retirement planning; equity release; investments and wealth management services. We can help you safeguard your family and lifestyle with personal protection policies (Life Insurance, Critical Illness & Income Protection etc). We can support you to pass on your wealth efficiently through inheritance tax solutions. We will support you to safeguard your businesses through Key Person Cover, Shareholder Protection and Group Life Insurance. Financial Planning by TaxAssist is a trading name of TaxAssist Direct Financial Services Ltd which is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. TaxAssist Direct Financial Services Ltd is entered on the FCA register (www.FCA.org.uk) under no. 971520. Registered office: Bankside 300 Broadland Business Park, Norwich, England, NR7 0WF. Registered in England and Wales Number: 127338
Contact info
Bankside 300 Broadland Business Park, , NR7 0WF , Norwich, United Kingdom
- 0330 441 2244
- financialplanning@taxassist.co.uk
- www.taxassistfinancialplanning.co.uk
4.7
Excellent
28 reviews
No recent history of asking for reviews
This company hasn't invited customers recently, so reviews may not be representative
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The process was made far easier by the…
The process was made far easier by the excellent Hattie Lawrence who was extremely professional and a pleasure to work with. She pulled a rabbit out of a hat when we weren't even sure that the hat existed. Top marks.
June 28, 2023
Unprompted review
Reply from FinancialPlanningbyTaxAssist
Thank you, for these fantastic comments Jack, so pleased we were able to help.
My mortgage broker was helpful and…
My mortgage broker was helpful and responded quickly to my questions. As I had never gone through the mortgage process before I felt a bit lost, but she made it easy to understand.
I would definately go back if I need another mortgage.
December 15, 2022
Unprompted review
Reply from FinancialPlanningbyTaxAssist
Thank you for this lovely feedback Joseph, we look foerward to working with you again in the future.
Hatty was great in handling the whole…
Hatty was great in handling the whole process of finding the best mortgage on the market for me. We had a couple of Zoom meetings and picked a mortgage very quickly, which was vital as rates in the market were going up quickly. The mortgage was all resolved and sorted well in advance of the purchase of my new property. Which i'm now happily settled into my new home. Highly recommend Hatty and the team at TaxAssist Financial Services
February 24, 2023
Unprompted review
Reply from FinancialPlanningbyTaxAssist
Thank yor this fantastic review Carl, wishing you many happy years in your new home.
Simon
Simon, was deligent in handling all the necessary information and in analysing all the financial aspects , advantages , disadvantages and giving me necessary advice.
He did source different financial bodies to get the best interest rate
March 28, 2023
Unprompted review
Reply from FinancialPlanningbyTaxAssist
Thank you for this great feedback, so happy we were able to help
Income Protection review & policy
Met with Simon to discuss updating my Income Protection cover. Easy to talk to, considerate, and explained all the options and details to me. Whole process was efficient, and I'm very happy with the outcome. Thank you Simon!
November 9, 2022
Unprompted review
Reply from FinancialPlanningbyTaxAssist
Thank you for these great comments Simon.
Remortgage Heroes!
My partner and I were looking to re-mortgage our house, but having never undertaken anything like this before we were rather apprehensive. However, TaxAssist Financial Services were reassuring, efficient and clear in their communications with us and secured us a great fixed rate deal. We are delighted with their service and highly recommend them!
November 1, 2022
Unprompted review
Reply from FinancialPlanningbyTaxAssist
Thank you for this lovely review Stephanie.
Great professional service
Great professional service, easy to understand and deal with you. Many thanks
January 24, 2023
Unprompted review
Reply from FinancialPlanningbyTaxAssist
Thank you Michelle
I contacted Tax Assist and asked them to complete my self assessment at short notice
I contacted Tax Assist and asked them to amend my wife and my previous years self assessment and this years self assessment at short notice,. I was transferred to the Ashby office who agreed to process them. Nigel told me what he needed and after I managed to pass him the documentation, he promptly took care of everything. Communication was excellent and it was a pleasure to deal with this company throughout, would definitely recommend to use this company.
January 31, 2023
Unprompted review
Reply from FinancialPlanningbyTaxAssist
Hi Nicholas, thank you for this great review for TaxAssist Accountants, We will pass on these lovely comments to Nigel.
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