The Benefit of Working With Us
Parker Kelly Financial Services was established in 1994 by Ian Parker and Paul Kelly. They had both worked in financial services in Liverpool and across the North West for many years working for the likes of Allied Dunbar and The Prudential before deciding to set up their own Financial Advice business based in Liverpool City Centre.
This grew into an established and respected financial advice firm over the years, reliably imparting unrivalled financial services in Liverpool. Ian sadly passed away in 2019 and Paul in 2021. Paul’s sons Andrew and John, who already worked for the company and are fully qualified Financial Advisers, took over as Directors to carry forward Ian and Paul’s legacy. After working with Simon Kershaw & Associates for the a year, in April 2023 we agreed take over the management of their clients and the office based in West Kirby. This formed a key part of our growth strategy and the office on the Wirral helps us to further serve our clients.
Parker Kelly continue to offer professional, service driven financial services in Liverpool, both to the business community and private clients. As true ‘Independent’ Financial Advisers, we offer unbiased financial advice, providing access to all the products on the market through a dedicated qualified Practitioner.
I approached Parker Kelly for some financial advice, as I have recently changed jobs. They covered all of my options in the first meeting and I was delighted with their levels of service and customer care.
– Peter Gee
Have had Parker Kelly look after my own and my family’s investments and pensions for a couple of years now. They’re always well informed and up-to-date on what’s best for our individual needs and wants. So much so, that I have recommended them to friends ever since.
– Mark Callan
Having dealt with Parker Kelly for many years, firstly offering a service to older people as part of Age UK and now personally, organising our private pensions, we have found them to be informative and helpful in every way. Excellent customer service.