Ion Tsakalis
Founder
Founder
Ion is a Fellow of the Chartered Insurance Institute (CII) and a Chartered Financial Planner. Ion has specialised in investment, retirement and estate planning for over 30 years making him an expert in the field. Outside of the office, Ion is a keen cyclist, occasional triathlete and collector of Northern Soul records. He is also an avid supporter of a football club whose name he'd rather we didn’t mentioned.
Tim Waters
Chartered Financial Planner
Chartered Financial Planner
Tim has been with us since 2007 and has also achieved chartered status and fellowship of the CII. Tim is an expert in investment and retirement planning. Aside from his job, Tim loves to travel. In fact, we often quip that he can visit several countries in the time that it takes most of us to visit the supermarket.
Martin Patrick
Client Liaison
Client Liaison
Martin brings with him 30 years experience with one of the UK’s largest financial institutions. With a diploma in Financial Services and as a Fellow of the Institute of Actuaries, Martin has a wealth of knowledge and experience. He is an Ipswich Town fan, which we try not to hold against him and is an avid tennis player. He thoroughly enjoys putting his knowledge of risk to good use and often follows horse racing at local tracks.
Danielle Holden
Client Liaison
Client Liaison
Danielle has worked within the Financial Services sector for over 20 years. She is highly organised and loves looking after our clients. Away from work, she likes nothing more than long sunny seafront run and spending quality time with her family. With two football mad children her weekends are filled with football, and she also supports Brighton and Hove Albion.
Ceri Williams
Client liaison
Client liaison
Ceri joined us with over 15 years’ experience helping the clients of one of the UK’s largest financial institutions.
Ceri bucks the trend at Assets Financial Services and is not an avid football fan but has been known to support Wales in international matches! She is at her happiest gardening and baking, which is great as we all like cake. Ceri also enjoys painting and spending time with her two grown up daughters.
Orla and Bo
Office entertainers
Office entertainers
Orla and Bo are our resident mini Dachshunds. They have various roles that include making puppy eyes to get a bit of your sandwich, scaring delivery drivers and providing constant entertainment.
We would like to get to know you too. Click below to arrange an initial consultation.
Book an appointmentIf you prefer you can call us on 0118 9469717 or email ion@assets.ltd.uk