Personal Financial Advisors
Welcome to Parker Financial Advice
We are your partners in crafting a secure future with quality investment services
At Parker Financial Advice, we believe in the power of informed financial choices. Navigating the vast world of investments and pensions can be daunting. That's where we come in. As independent financial advisors, our mission is simple yet profound: to empower you in making the right financial decisions tailored to your unique goals and aspirations.
Why use PFA
We're here to help you feel secure about your financial future. We achieve this through face-to-face financial advice, delivered by our qualified, expert advisers.
When you understand your finances and have a plan, you feel in charge, hopeful, and excited about what's ahead. It all begins with trust.
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Our goal is to help you make decisions you're confident about. By crafting a clear financial plan together, you'll feel more certain and at ease about your future.
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Meeting with our skilled advisers means getting advice that's tailored just for you. This guidance will set you on the path to reach your financial aims and feel better about your finances.
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Together, we can guide you on how to use your finances in ways that benefit both others and our world.
What sets us apart?
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Whether you're new to investing or seeking to enhance your portfolio, we offer expert advice on the best avenues for your money. We strive to understand your objectives, and our recommendations are driven by what you aim to achieve.
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We don't believe in one-size-fits-all. Our team will help you diversify your investments, ensuring a balance between risk and reward, tailored perfectly to your comfort level.
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The financial landscape is ever-evolving. Regularly, we'll revisit your investments, ensuring they align with your evolving needs and the market's pulse.
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It's essential to know how much risk you're comfortable with. We take the time to gauge your risk tolerance and ensure your investments mirror that.
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No one likes giving away more than they need to. We'll guide you on how to maximise tax benefits, leveraging tools like ISAs in the UK.
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Dreaming of a peaceful retirement? We're here to help you lay the groundwork now, ensuring you enjoy your golden years with financial peace of mind.
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Beyond your life, we'll help you set up your investments to ensure they serve your loved ones in the best way possible.
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With a rising emphasis on positive societal and environmental impacts, we're equipped to guide those keen on ethical investing. With us, your money can make a difference.
At Parker Financial Advice, we're not just about numbers; we're about people, dreams, and the planet. Join us on a journey towards a financially secure, ethically conscious future.
The process
We meet informally to discuss your financial situation, your aspirations and your options. You’ll then choose whether working with us will benefit you.
We then collect all the detailed information on your finances and work with our financial planning team to find the best solutions for you. For example, this could involve us tracking down and gathering information on all your pensions for you.
We present our recommendations for your full financial plan to you. You have complete ownership over whether you want us to set it up and become your advisors.
Pricing
No plan no fee.
Consultations and reviews of your current situation are free and our fees only come if you decide you want us to set up and manage your plan.
Start your private wealth management journey!
Getting to know one another in a 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.