Meet Our Financial Planning Team
Our team at Parker Financial Advisors, are your go-to wealth management advisors based in Cheltenham & Finsbury Park, London. We specialise in pensions, retirement planning, inheritance tax planning, and more.
Parker Financial Advice is an Independent, whole of market advisory firm.
Independent means that we are not influenced or owned by any outside party. Unlike some advisors who are “tied” to an investment or insurance company and can only offer their products.
Whole of market means that we can offer any solution out there, so we pick the most suitable for the client. Some advisers are “restricted” which means they can only offer solutions from a smaller range of preselected companies.
This means we can truly be agents for our clients, and only recommend products, services, and solutions that we believe are most suitable to them, with no outside influence.
Our Team
As financial advisors, we’re legally trained to give you financial advice. We are authorised and regulated by the Financial Conduct Authority. We’re a team of passionate individuals who has your best interest when it comes to helping you make your dream retirement possible.
John Parker
Independent Financial Advisor
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I am an independent financial advisor, who has been in the financial sector for twenty years. I’ve worked in all areas of financial advice, but am most passionate about helping people get the retirement they deserve by helping them maximise their investments and carefully planning for their desired retirement. Alongside my primary role as a financial adviser at Parker Financial Advice, I am a Director at CTC Pensions Tech, a market-leading solutions provider where we specialise in taking incredibly complex pensions problems and making them accessible.
Ben Parker
Independent Financial Advisor
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I am an independent financial advisor and run the business side of Parker Financial Advice as well as advising our clients. My background is in the energy industry where I spent 20 years managing large corporate contracts. This experience has given me valuable insight into developing successful and professional relationships with our clients. I am passionate about helping people develop robust and valuable financial plans which forms the foundations of Parker Financial Advice.
Rob Parker
Sustainable Investment Lead
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As an economics professional, I am passionate about using data and insight to influence policy and tackle social issues. I have worked for over seven years in the charitable and social impact sector at director level, specialising in the ethical use of data and sustainable investment. This work has enabled me to develop a deep understanding of sustainability and ethical investment issues, and to build on knowledge gained during studies for my MSc in Economics.
Nitu Mehra
Chartered Financial Planner
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Nitu provides us with our outsourced paraplanning and compliance support. She specialises in supporting financial advisers with technical report writing, financial analysis, investment research and compliance support ensuring that all regulatory requirements are met and records are meticulously maintained. Having achieved Chartered status, one of the highest levels of qualifications in the industry, Nitu brings a wealth of technical knowledge to PFA.
Our Story
Founded by brothers, Ben and John Parker, Parker Financial Advice was designed to serve the people of Cheltenham. We were born in Charlton Kings, went to Bourneside School, played rugby for Old Pat's and now our kids go to Warden Hill School.
We're here for the long term and want to be your Financial advisers for the next 30 years, and we want you to be pleased to see us when we bump into you at the races, the rugby or out in Montpelier.
We are local people who are committed to the community and serving our customers for 30 + years. We are serious professionals who have had big corporate jobs, but we love working with people and want to make a real difference to real people.
