Tel: 01189469717, Email: ion@assets.ltd.uk, Chiltern Chambers, St Peters Avenue, Caversham, Reading, Berkshire, RG4 7DH
Assets Financial Services
  • Home
    • About Us
    • What We Do And How We Work
    • Our Service Principles
    • Contact Us
  • Saving for Retirement
    • Personal Pensions
    • Self Invested Pensions - SIPP and SSAS
    • SIPP Commercial Property Purchase
  • Retirement Choices
    • Annuities
    • Flexible Retirement - Drawdown and Phased Retirement
  • Investment
    • Investment Process
    • Collective Investments
    • VCT and EIS
  • Estate Planning
    • Wills & Power Of Attorney
    • Making The Most Of Allowances
    • Trust Based Schemes
    • Other Strategies - BPR/AIM and Life Assurance
  • Corporate
    • Key Person, Co-shareholder and Relevant Life Cover
    • Pension Arrangements For Businesses
    • Other Employee Benefits
  • Other Services
    • Equity Release
    • Insurance Services
  • Home
    • About Us
    • What We Do And How We Work
    • Our Service Principles
    • Contact Us
  • Saving for Retirement
    • Personal Pensions
    • Self Invested Pensions - SIPP and SSAS
    • SIPP Commercial Property Purchase
  • Retirement Choices
    • Annuities
    • Flexible Retirement - Drawdown and Phased Retirement
  • Investment
    • Investment Process
    • Collective Investments
    • VCT and EIS
  • Estate Planning
    • Wills & Power Of Attorney
    • Making The Most Of Allowances
    • Trust Based Schemes
    • Other Strategies - BPR/AIM and Life Assurance
  • Corporate
    • Key Person, Co-shareholder and Relevant Life Cover
    • Pension Arrangements For Businesses
    • Other Employee Benefits
  • Other Services
    • Equity Release
    • Insurance Services


A modern practice based on 
traditional principles
Assets Financial Services provide wealth management and financial planning guidance
to help you and your family achieve financial security.

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Who We Are

We are an FCA regulated firm of wealth management and financial planning professionals. Our aim is to assist in growing your wealth and achieving your financial aims. It is important that you feel confident in the people helping you with your financial decisions.
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What We Do

We offer a range of propositions to suit a variety of clients. All our service propositions are underpinned by the same principles of professional, highly qualified advice combined with clear and fairly charged services. We hope that we can assist you in planning your future.

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Service Principles

We provide independent and unbiased financial planning and wealth management advice to assist clients in identifying and achieving their financial planning objectives. Certain principles will apply to our services irrespective of the proposition you select.
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Personal Finance Portal - Our clients can access up to date information about their investments.

​Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
• The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
• http://www.financial-ombudsman.org.uk

Assets Financial Services is a trading style of Sage Roxborough Ltd,  which is authorised and regulated by the Financial Conduct Authority. Sage Roxborough Limited is entered on the FCA register (https://register.fca.org.uk/) under reference 718005. The information and content of this website is intended for UK consumers only and is subject to the UK regulatory regime. The FCA does not regulate some forms of mortgages and tax planning advice. Registered office 168 Church Road, Hove, BN3 2DL. Registered in England No. 05478319
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