Financial Planning by TaxAssist - Norwich

Anthony T.

Today Tuesday 11th. I had a very helpful phone conversation with Benjamin Beck.
He listened carefully to my situation and agreed that I should find out some important information about my inheritance plans and will structure. We also discussed tax implications and he suggested someone who should be able to help with advice for state planning and wills.
I would fully recommend Benjamin to speak to and see if he can help you.
Anthony

Thomas W.

Benjamin was introduced to me by a close friend. He’s helped me with my finances which has been great. I needed a pension and invest money for my future which he sorted for me. He’s been very responsive and efficient at getting things done. Fully recommend, couldn’t ask for better help.

iain S.

I recently worked with Ben to set up a private pension, and I couldn't be happier with the experience. From the start, he took the time to understand my financial goals and explained everything clearly, without unnecessary jargon.

He provided tailored advice, walked me through my options, and made sure I felt confident about my decisions. His professionalism and knowledge were evident, but what really stood out was his patience and ability to make a complex process feel straightforward.

Thanks to Ben's guidance, I now have a solid pension plan in place, giving me peace of mind for the future. I highly recommend him to anyone looking for expert financial advice with a personal touch.

Eliot A.

Ben Beck was very helpful when discussing options for insurance coverage and pension management. Easy to get on with, knowledgeable, followed up in a timely manner and not at all pushy. Would recommend if you are looking for a trustworthy advisor.

Steve F.

Benjamin took the time to explain features, benefits and pit falls of the proposed products at a level l understood. I had been deferring sorting out my various pensions as it was a subject l did not understand. Would l recommend TaxAssist? I already have.

Andy T.

When it comes to financial planning, openness and trust are everything. Talking about finances doesn't come naturally to many of us so you need to deal with someone ethical, non-judgemental and honest. Ben is all of those things.

Whilst Ben provides a great process/framework to follow he is importantly a great listener. He doesn't try and "impress" with his knowledge (although he could!) or make you feel guilty about spending habits. Rather he makes the whole experience positive - about what you can do, and achieve, and when, and what you need to do if there are any shortfalls anywhere. And he does this by listening and asking great questions.

I came away from my sessions with Ben feeling so much more in control about my family's finances. And much more positive about them too.

I'd also add that you don't need to be "rich" to take advantage of financial planning advice. There's so much to learn from talking to Ben about protecting your family alongside investing in your future/pensions.

I'm so glad I did it and you won't regret it either.

David T.

I recently worked with Benjamin and found him knowledgeable and professional. His advice has helped me organize various aspects of my financial estate. I would highly recommend Ben to anyone looking for advice from a capable professional and someone who genuinely wants to help.

Nigel W.

Benjamin clearly explained options, completed the necessary documentation and responded to information requests very quickly. I would definitely seek Benjamin’s financial advice in the future.