Assets Financial Services

Assets Financial Services is a trading style of Sage Roxborough Ltd. Sage Roxborough Ltd is registered in England No. 05478319. Assets Financial Services provides pensions and investment advice, offering pension consolidation, retirement support, investment process, insurance advice, estate and inheritance tax planning, pension planning, corporate services, socially responsible and ethical investment, and cashflow modelling.

The firm holds client meetings in Caversham, Reading, Berkshire, and has a correspondence address in Hove. Its website content is intended for UK consumers only. The FCA does not regulate some forms of mortgages and tax planning advice.

Assets Financial Services is described by a client as the company to approach for help with financial matters, covering advice, support and products across Reading and Berkshire. The account centres on Ion and his team, who are credited with providing that service, and it suggests a practice handling a range of financial needs rather than a single narrow specialism.

The business operates from Chiltern Chambers on St Peter's Avenue, and its published hours are weekdays from 09:00 to 17:00, with Saturday and Sunday closed. Ion and his colleagues are the individuals named as delivering the work. The review points to financial services as the broad area of activity, without specifying particular products or specialisms.