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  • Home
  • Services
    • Retirement Choices
      • Retirement Choices
      • Starting a New Pension
      • Pension Consolidation
      • Retirement Planning
    • Savings and Investments
      • Savings and Investments
      • ISA
      • Bonds
      • General Investment Account
    • Equity Release
    • Financial Protection
      • Financial Protection
      • Critical Illness Cover
      • Life Insurance
      • Term Assurance
      • Key Person
      • Business Loan Protection
    • Mortgages
      • Mortgages
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      • Buy to Let/Let to Buy Mortgages
    • Estate & Inheritance Tax Planning
      • Estate & Inheritance Tax Planning
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Navigating Changes to Retirement and Estate Planning Post-UK Budget

Navigating Changes to Retirement and Estate Planning Post-UK Budget

by Parker Kelly | Nov 1, 2024 | budgeting, estate planning, retirement choices

Stay Calm and Plan Ahead The recent UK budget introduced a series of changes that have sparked discussions among individuals planning for retirement and estate management. While it’s natural to feel concerned about how these modifications might affect your financial...
Prioritising Financial Matters for a Secure Future

Prioritising Financial Matters for a Secure Future

by Parker Kelly | Sep 26, 2023 | savings and investments, budgeting

We’ve all been there: our busy lives leave us feeling like there’s never enough time to focus on what truly matters. And when it comes to financial issues like protection and pensions, it’s easy to relegate them to the back burner, thinking we can...
New Year’s Resolutions

New Year’s Resolutions

by Parker Kelly | Jan 12, 2023 | budgeting, debt management, retirement choices, wellness

There is nothing quite like the start of a new year to give us all a fresh perspective. If money is on your mind, here are four ways to help get a new perspective for 2023. 1. Revisit Your Household Budget Start the year by revisiting your budget. Assess your average...

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The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found on its website at – www.Financial-Ombudsman.org.uk

The guidance contained within this website is subject to the United Kingdom regulatory regime and is therefore targeted at UK residents.

Parker Kelly Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. www.fca.org.uk. Financial Services Register no. 692552. Registered in England and Wales.
The FCA do not regulate Tax Planning, Estate Planning, Buy to Let business or Trusts

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Parker Kelly Financial Services Ltd
3rd Floor, 1 Temple Square
24 Dale Street
Liverpool
L2 5RL

Monday: 09:00-17:00
Tuesday: 09:00-17:00
Wednesday: 09:00-17:00
Thursday: 09:00-17:00
Friday: 09:00-16:30
Saturday: Closed
Sunday: Closed

 

West Kirby Office and Address

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

Monday: 09:30-16:30
Tuesday: 09:30-16:30
Wednesday: 09:30-16:30
Thursday: 09:30-16:30
Friday: 09:30-16:30
Saturday: Closed
Sunday: Closed

All of our advisers are available for out-of hours meetings, if necessary.

0151 236 7838

enquiries@parkerkelly.co.uk

Company Number: 08087816

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