Personal Financial Planning
The Parker Personal Financial Planning service is our way of helping provide a secure financial future for you and your family.
Using a rigorous, structured process we explore your current and future desired lifestyle and explain what needs to be done financially to achieve your life goals.
The planning process includes:
- full consideration of your future personal goals and the financial implication of these goals,
- a thorough review of current pension and investment performance,
- recommendations to mitigate tax liabilities,
- preparing a lifelong cash flow forecast to highlight where there are any dangers of running out of money,
- guidance and recommendations for investments and investment fund switches, to reflect current market conditions.
You’ll be provided with a
written financial plan and we’ll conduct an
annual planning meeting to help you check on progress.
Having used the Parker Personal Financial Planning service clients report renewed feelings of confidence in the future and reassurance that their financial and investment arrangements are in good order.
The Personal Financial Planning service is provided by
Andy Parker who combines his experience and knowledge as an accountant with skills and expertise as a
Chartered Financial Planner.
Call 0121 764 5161 to take the first step to securing your financial future.