Trusted financial advice for life’s big decisions
Welcome to Parker Financial Advice, we are independent financial advisors (IFA) who specialise in pensions and investments. We’re here to give you the confidence to create the financial future you want, and to have a positive impact on people and the planet.
Who We Are
Welcome to Parker Financial Advice, your go-to independent financial advisers based in Cheltenham.
We are passionate about helping you feel confident in every aspect of your finances — from planning the retirement you want, to making the most of your wealth today, to leaving a meaningful legacy tomorrow. Whatever stage of life you’re at, we’ll help you put the right plan in place.
We provide independent, whole-of-market advice. That means we work for you, not for any provider, giving you access to the best options available across the entire marketplace.
Your objectives
Financial security begins with clear goals. We’ll help you define them, understand your options, and put the right plan in place to reach them.
Planning your Retirement | LEARN More →
Building & Managing Your Wealth | LEARN more →
Supporting your Business & Employees | LEARN more →
Reducing Your Tax Bill | LEARN more →
Planning Your Legacy | LEARN more →
Who we help
People planning their retirement
We help you prepare for the lifestyle you want after work, whether retirement is ten years away or just around the corner.
People seeking pensions advice
We help you understand the true value of your pensions and show you what changes could improve your returns for retirement.
People concerned about Inheritance Tax (IHT)
We help you use the available allowances and strategies to reduce IHT, so more of your assets stay with your family.
People growing and safeguarding their wealth
We help you build, protect, and manage your investments so you can enjoy life today while feeling confident about the future.
Business owners
We help you manage both personal and business finances effectively, with tailored strategies for growing your wealth and taking money out of your business tax-efficiently.
Meet the team
John Parker
Independent Financial Advisor
-
About John
John’s career in financial services spans more than twenty years, during which he has worked across all areas of financial advice. He focuses on helping clients make the most of their investments and plan effectively for the retirement they want.Alongside his role as an Independent Financial Adviser at Parker Financial Advice, John has served as a director of leading financial technology companies for over six years, specialising in making complex pension and advice processes more accessible.
When John isn’t working
He enjoys practising martial arts, exploring history, and following rugby.
Ben Parker
Independent Financial Advisor
-
About Ben
Ben’s career in financial services followed two decades in the energy industry, where he managed large corporate contracts and developed a strong understanding of commercial and personal finance.He went on to co-found Parker Financial Advice, where he focuses on helping people navigate the complexities of the financial world. Ben is proud to have received the Certificate of Excellence from VouchedFor, recognising his dedication to client service and professional standards.
When Ben isn’t working
He enjoys playing golf, following motorsport, and coaching Smiths, a local rugby team.
Rob Parker
Research & Operations
-
About Rob
Rob’s career in financial services began after several years working in economics. He led teams of economists at the Department for Work and Pensions and the Cabinet Office, focusing on pensions and impact investing. Rob enjoys following macroeconomics, financial markets, and the role of technology in economic growth.He went on to co-found Parker Financial Advice, where he focuses on helping individuals and businesses make informed financial decisions that align with their values.
When Rob isn’t working
He enjoys learning languages, playing the guitar, and attempting to write historical fiction.
Let our financial advisors help you get started
Getting to know one another in a free, no-obligation consultation is the first step.
The meeting is to discuss how financial advice can help you to achieve your future goals. At Parker Financial Advice, we believe in one-to-one, face-to-face advice wherever possible, so you can talk in confidence, ask questions, and decide if you are a good fit. This can be virtually and/or in person to suit your needs.
Your financial adviser will have regular face-to-face or virtual conversations with you to review your financial goals and ensure you are on track. Your long-term relationship with your advisor is as important as the decisions and advice they help you with. You can pick up the phone for advice from us at any time.
Ben’s a top rated adviser
We're thrilled that Ben has been recognised as a top-rated adviser, and our customers' positive feedback is a true reflection of our customer-first approach. That's why he proudly received the Certificate of Excellence from VouchedFor. Want to know what our clients have to say about Ben? Take a peek at his reviews and discover firsthand the satisfaction and trust they have in our services. We genuinely value our customers and are committed to providing exceptional experiences every step of the way.
Hear from people who’ve worked with us