About Us

TaxAssist Financial Planning combines the accounting skills of TaxAssist with the financial planning expertise of Perspective’s financial planning regional hubs (listed below) to provide a comprehensive, local financial planning service.

This partnership brings together the best of both worlds to create an end-to-end joined up service that combines accountancy, tax advisory and financial planning and create the resources and reach to now support both all TaxAssist clients with financial planning and to welcome new clients on a national basis.

Perspective Financial Group Limited is the unregulated parent company of a collection of FCA authorised firms all providing financial planning services from regional hubs across the UK. Those firms use a number of regional ‘TaxAssist Plus Financial Planning’ trading styles. Please refer to the list below for full details.

Established in 2008 the Perspective regulated hubs have had one clear purpose, in that their clients come first and offer expert advice that enables you to make full and effective use of your financial resources, so you can plan for and achieve the future you desire.

TaxAssist Accountants was established in 1995 and has built a network dedicated to supporting small businesses in reducing tax liabilities and developing their businesses.

TaxAssist Accountants offer a full range of business support services which now go beyond just tax and accounting and play a pivotal role in helping businesses and individuals meet their personal and business goals, with expert advice, all from under one roof.