About Us, who we are...
We are a firm of Independent Financial Advisers (IFA) and Chartered Financial Planners who provide a high level of wealth management and financial planning advice to private clients and their businesses.
Your financial wellbeing deserves excellence and all investment and retirement planning advice is provided by Financial Planners who have achieved Chartered status - the benchmark for professionalism in our industry.
We are passionate about the value of advice that is independent and unbiased and charge fees for investment and pension advice. We do not receive commission for investment or retirement planning advice; but have a typical initial advice fee of £1,500 and an ongoing advice fee of 1% per year for the assets we manage.
Your financial wellbeing deserves excellence and all investment and retirement planning advice is provided by Financial Planners who have achieved Chartered status - the benchmark for professionalism in our industry.
We are passionate about the value of advice that is independent and unbiased and charge fees for investment and pension advice. We do not receive commission for investment or retirement planning advice; but have a typical initial advice fee of £1,500 and an ongoing advice fee of 1% per year for the assets we manage.
Meet The Team
Ion Tsakalis is the founder of Assets Financial Services, is a Fellow of the Chartered Insurance Institute (CII) and a Chartered Financial Planner. Ion specialises in investment, retirement advice and estate planning. Ion has been an Independent Financial Adviser since 1991 but likes to keep himself busy and is a keen cyclist, occasional triathlete and collector of Northern Soul records. He also supports a football club but will not name it for fear of offending the local population.....
Tim Waters has worked with Assets Financial Services since 2007 and has also achieved chartered status and fellowship of the CII. Tim is expert in investment and retirement planning and may also assist clients with other financial planning needs. Tim loves his job but can’t wait to leave the office and travel, deriving great satisfaction from visiting several countries in the time it takes Ion to visit Waitrose.
Jack Phillips has worked with Assets Financial Services since leaving college and is being slowly moulded into the ultimate Chartered Financial Planner. Jack is young enough to still have knees; plays football to a good standard and engages in other activities befitting his age but which he prefers not to discuss in the office.
Martin Patrick is a Fellow of the Institute of Actuaries. Martin joined from one of the UK’s largest financial institutions and has thirty years industry experience although he is now looking to develop in personal financial planning. Martin is an Ipswich Town fan and also graces the tennis courts at Hove Park. He likes to put his knowledge of risk to good use and follows horse racing at local tracks.
We have a strong presence in Brighton, Hove, Sussex, London, Reading and the South East, if you would like to find out more or wish to discuss your position please contact us.