Trusted financial advice for life’s big decisions
Independent advice on pensions, investments and retirement planning—helping you make confident decisions and build the future you want.
Who We Are
We help individuals, families and business owners make confident decisions about their pensions, investments and long-term financial plans.
As independent, whole-of-market advisers based in Cheltenham, we work for you—not for any provider. That means our recommendations are shaped around your goals, circumstances and values.
Whether you are planning your retirement, managing your wealth or thinking about the legacy you will leave, we’ll help you put a clear plan in place.
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 FIND OUT More →
Building and managing your wealth FIND OUT more →
Supporting your business and employees FIND OUT more →
Reducing your tax bill FIND OUT more →
Planning your legacy FIND OUT 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 Adviser
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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 Adviser
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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
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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.
Why choose us
Qualified, independent advice you can trust
John and Ben are both Certified Professionals in Financial Advice with LIBF. This professional recognition reflects their qualifications and commitment to maintaining high standards in financial advice.
As independent, whole-of-market advisers, they work for you—not for a particular pension, investment or product provider. Their aim is to explain your options clearly and recommend a plan shaped around your circumstances and goals.
Highly recommended by our clients
Ben was recognised as a VouchedFor Top Rated Adviser in 2025, based on independently verified feedback from his clients.
What our clients say
Ready to plan your future?
It starts with a friendly, no-obligation conversation. We’ll discuss what matters to you, answer your questions and explain how we may be able to help.