Skip to content
  • Expertise
  • About Us
  • Pricing
  • Stories
  • Library
  • Contact

Author: Martin Patrick

Profile picture of Martin Patrick

Posts by Martin Patrick

Looking beyond the numbers when using a cashflow model

Posted on 06.02.25

[…]

Read More… from Looking beyond the numbers when using a cashflow model

Posted in News

State Pension: Everything you need to know in 2025/26

Posted on 06.02.25

[…]

Read More… from State Pension: Everything you need to know in 2025/26

Posted in News

Revealed: The top ESG and sustainability issues according to investors

Posted on 06.02.25

[…]

Read More… from Revealed: The top ESG and sustainability issues according to investors

Posted in News

Is your estate worth more than £2 million? Your Inheritance Tax liability could be higher than you expect

Posted on 06.02.25

[…]

Read More… from Is your estate worth more than £2 million? Your Inheritance Tax liability could be higher than you expect

Posted in News

4 practical options for handling property following separation

Posted on 05.11.24

[…]

Read More… from 4 practical options for handling property following separation

Posted in News

The voice cloning AI scam you need to be aware of

Posted on 05.11.24

[…]

Read More… from The voice cloning AI scam you need to be aware of

Posted in News

5 smart reasons why retirement planning should start in your 30s and 40s

Posted on 05.11.24

[…]

Read More… from 5 smart reasons why retirement planning should start in your 30s and 40s

Posted in News

Are your loved ones relying on an inheritance to reach life goals?

Posted on 05.11.24

[…]

Read More… from Are your loved ones relying on an inheritance to reach life goals?

Posted in News

Investment market update: October 2024

Posted on 05.11.24

[…]

Read More… from Investment market update: October 2024

Posted in Investment, News

4 valuable ways lifetime cashflow forecasting could give you financial confidence

Posted on 05.11.24

[…]

Read More… from 4 valuable ways lifetime cashflow forecasting could give you financial confidence

Posted in News

Posts navigation

  • «
  • 1
  • 2
  • 3
  • 4
  • …
  • 6
  • »

Recent Posts

  • Pension Contribution Guide 2025-26
  • Understanding Your Pension Options
  • Does money make us happy?
  • 4 ESG investing myths busted
  • What does “diversified” mean when you’re investing?

Recent Comments

    What We Do

    • Pension Consolidation
    • Retirement Support
    • Assets Financial Services’ investment process
    • Insurance advice
    • How we help you grow your wealth
    • Estate & Inheritance Tax planning
    • Pension Planning
    • Corporate Services
    • Socially Responsible & Ethical Investment
    • Cashflow modelling

    About Us

    • Why Choose Assets Financial Services?
    • Our approach to working together
    • How does it work?
    • Pricing
    • Meet the team

    Contact Us

    • Get in touch
    • Book a meeting
    • Personal Finance Portal

    Get In Touch

    Client Meetings:
    Chiltern Chambers
    St Peters Avenue
    Caversham
    Reading
    Berkshire
    RG4 7DH

    Correspondence:
    Assets Financial Services
    Ground Floor
    19 Palmeira Square
    Hove
    BN3 2JN

    • Keep yourself informed with our regular updates about retirement planning, investment and estate planning issues. Read our privacy policy.

    ion@assets.ltd.uk

    0118 9469717

    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 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 Ground Floor, 19 Palmeira Square, Hove, BN3 2JN. Registered in England No. 05478319
    Back to top
    • Terms and Conditions
    • Privacy and Cookies
    • Accessibility

    © Copyright 2025