About
Financial Planning by TaxAssist is a trusted UK firm offering independent, tailored financial planning. Our qualified planners provide clear, regulated advice across pensions, investments, protection and equity release, considering each client's full circumstances to deliver personal, transparent service that builds long-term value and peace of mind.
Reviews
Helen Blundell
11 months ago
I would highly recommend Benjamin, he is a very approachable and knowledgeable man. From the first meeting, he was considerate of our needs and took the time to understand what we wanted to achieve. He is explained pension options very clearly so we were fully informed and gave us time to think about which approach to go with. He regularly checks in with us. Great service.
iain strannigan
a year ago
I recently worked with Ben to set up a private pension, and I couldn't be happier with the experience. From the start, he took the time to understand my financial goals and explained everything clearly, without unnecessary jargon. He provided tailored advice, walked me through my options, and made sure I felt confident about my decisions. His professionalism and knowledge were evident, but what really stood out was his patience and ability to make a complex process feel straightforward. Thanks to Ben's guidance, I now have a solid pension plan in place, giving me peace of mind for the future. I highly recommend him to anyone looking for expert financial advice with a personal touch.
Thomas Williams
a year ago
Benjamin was introduced to me by a close friend. He’s helped me with my finances which has been great. I needed a pension and invest money for my future which he sorted for me. He’s been very responsive and efficient at getting things done. Fully recommend, couldn’t ask for better help.
Eliot Acton
a year ago
Ben Beck was very helpful when discussing options for insurance coverage and pension management. Easy to get on with, knowledgeable, followed up in a timely manner and not at all pushy. Would recommend if you are looking for a trustworthy advisor.
Anthony Trimmings
a year ago
Today Tuesday 11th. I had a very helpful phone conversation with Benjamin Beck. He listened carefully to my situation and agreed that I should find out some important information about my inheritance plans and will structure. We also discussed tax implications and he suggested someone who should be able to help with advice for state planning and wills. I would fully recommend Benjamin to speak to and see if he can help you. Anthony
Addresses
- Second Floor, Bankside 300, Norwich Get directions
Phone numbers
Email addresses
No email addresses available.
Links
Services
- Estate Planning
- Inheritance Tax
- Accounting & Tax
- Financial Advice
