Posted:16-July-2026
TaxAssist and Perspective Financial Group Limited launch financial planning joint venture
The TaxAssist Group and Perspective Financial Group Limited (Perspective) have teamed up to launch TaxAssist Plus Financial Planning to give TaxAssist clients access to professional financial planning and wealth management services through a nationwide adviser network.
TaxAssist Plus Financial Planning brings TaxAssist's trusted accountancy and advisory relationships together with Perspective's financial planning expertise, creating a partnership designed to support clients at every stage of their financial journey.
The partnership combines TaxAssist's established reputation for supporting small business owners and individuals with Perspective's expertise as one of the UK's leading financial planning firms. Research undertaken during the development of TaxAssist Plus found strong demand from clients for broader support through organisations they already know and trust.
Through TaxAssist Plus Financial Planning, clients can access a comprehensive range of financial planning services, including retirement planning, investment advice, wealth management, inheritance tax and estate planning, protection planning, mortgages and corporate financial planning. The partnership has been designed to provide clients with access to specialist expertise while maintaining the personal relationship and trust they already have with their local TaxAssist Accountants office.
Daren Moore, Chief Executive Officer of TaxAssist Group, said: "TaxAssist has built its reputation on supporting clients through trusted, long-term relationships. As client needs continue to evolve, we believe it is important that we can connect them with high-quality specialists who share our values and commitment to service.
"TaxAssist Plus Financial Planning gives our clients access to professional financial planning expertise through a trusted partner, helping them make informed decisions about their future while continuing to benefit from the relationship they have with their local TaxAssist office."
Ian Wilkinson, Chief Executive Officer of Perspective Financial Group Limited, said: "We are delighted to be launching TaxAssist Plus Financial Planning alongside TaxAssist. Both organisations share a strong client-centric culture and a belief in building lasting relationships based on trust, professionalism and positive outcomes.
“This partnership creates an exciting opportunity to broaden access to financial planning services and help more clients achieve their long-term financial goals through expert advice and support."
The proposition forms part of TaxAssist's broader strategy to create a more comprehensive support ecosystem around its clients, bringing together specialist expertise through carefully selected partnerships while maintaining the high levels of service and trust on which the business has built its reputation.
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