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    • Retirement Choices
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      • Savings and Investments
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    • Equity Release
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What to Do If Your Financial Adviser is Acquired by Wealth Management Firm

What to Do If Your Financial Adviser is Acquired by Wealth Management Firm

by Parker Kelly | Oct 24, 2024 | news, wealth management

Using a fully Independent Financial Adviser (IFA) offers several advantages. Parker Kelly Financial Services are fully independent. We believe in the importance of a strong relationship between client and adviser and will continue to offer this service to existing and...

Have a complimentary chat with one of our experts!

Contact us for a free chat with one of our advisers. We can help answer your financial questions and help you achieve your objectives!

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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

Registered Office and Address

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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