Financial Advisers in West Kirby

A local office for your financial planning

Our West Kirby office offers a local point of contact for clients on the Wirral. Whether there is one question on your mind or a wider plan you would like to review, contact Parker Kelly to arrange a conversation with the right member of our team.

We are an independent financial advice firm with a Liverpool heritage dating back to 1994. Our West Kirby office and Liverpool team are part of the same business, bringing together pension, investment, mortgage and protection expertise.

Find our West Kirby office

The Old Bakery
72 Sandy Lane
West Kirby, Wirral
CH48 3JA

Office hours: Monday to Friday, 09:30–16:30. Closed Saturday and Sunday.

Telephone: 0151 236 7838
Email: enquiries@parkerkelly.co.uk

Please arrange your appointment before visiting. Let us know that you would like to meet at West Kirby and what you need advice about. If you have access requirements or need a meeting outside normal office hours, tell the team when you contact us so that we can discuss suitable arrangements.

Remote meetings across Wirral

Remote meetings are available for clients in West Kirby, Hoylake, Heswall and across Wirral. When you contact us, let the team know whether you would prefer a remote meeting or an appointment at our West Kirby office.

Make your appointment useful from the start

Your first conversation is a chance to explain what matters to you. You might be approaching retirement, reviewing savings after a change in circumstances, preparing to buy a property, or considering how to support your family in the future.

You do not need to have every answer before getting in touch. It is helpful to tell us your main priorities, any decisions you are facing and the timescale. The adviser can then explain what information would help with the next stage and discuss the scope and cost of any further advice.

For a pension or retirement conversation

Bring together the details of pensions you already hold and consider when you might want to retire. Our retirement planning page introduces the questions you may want to discuss.

For an investment review

Think about what the money is for and when you may need access to it. Read about our savings and investment services, then explain your goals and existing arrangements to the team.

For mortgage or protection advice

Tell us whether you are buying a first home, moving, remortgaging or reviewing cover. Our mortgage advisers and protection services can help you explore the relevant options.

Meet the people behind the advice

Find out more about individual roles and qualifications on our team page. Parker Kelly is a Chartered Financial Planning firm, and our customer journey explains how we work with clients.

Looking for advice elsewhere on the Wirral?

Our Wirral financial advice overview brings together the services available and information for people considering the West Kirby office from Hoylake, Heswall and the surrounding area.

Arrange a complimentary initial chat

Call the team or send an enquiry through our contact page. Please mention West Kirby so we can help you arrange the most suitable appointment.