Independent Financial Advice for Cheshire

Financial advisers serving Cheshire

Parker Kelly provides independent financial advice to private clients and businesses across the North West. For people in Cheshire, including Chester, our team can help you explore the financial decisions that matter to you and the next steps towards a personal plan.

Our offices are in Liverpool and West Kirby. Remote meetings are available throughout Cheshire, so you can speak with our team without travelling to an office. Let us know which option you prefer when you contact us.

Bring your personal and business plans together

Financial decisions rarely sit in isolation. A change at work may prompt a pension review. A house move can affect savings and protection needs. Planning for retirement may also mean considering how a business or other assets fit into your family’s future.

Our role starts with understanding your circumstances and priorities. The relevant specialist can then help you look at the available choices. You can read about our approach to working with clients and meet the team before making an enquiry.

Retirement and existing pensions

If you are deciding when to retire or reviewing pensions from different stages of your working life, our retirement services are a useful starting point. We also explain pension consolidation and retirement planning in more detail.

Investments and family wealth

Whether you are investing for a future goal or reviewing existing arrangements, the purpose of the money and your timescale are important parts of the conversation. Explore our investment services and estate and inheritance planning to see how these areas may fit into a wider review.

Business owners and professional relationships

Business owners may need to consider both their own finances and arrangements for their company. Parker Kelly offers business support, including areas such as employee pensions. We also work alongside other professional advisers through our support for accountants and their clients and support for legal practices.

Property and protection

If your immediate priority is a property purchase or reviewing borrowing, start with our mortgage services. A conversation about financial protection can also help you consider the people and commitments that depend on your income.

Chester and the wider Cheshire area

We offer remote meetings for clients in Chester, Neston, Ellesmere Port, Frodsham, Northwich and elsewhere in Cheshire. If you prefer an office appointment, contact the team to arrange a time at Liverpool or West Kirby before travelling.

Our Wirral overview and West Kirby office page may also be useful if you are considering meeting the team on the Wirral.

Questions before you get in touch

Where are your offices?

Our Liverpool office is at 3rd Floor, 1 Temple Square, 24 Dale Street, Liverpool, L2 5RL. Our West Kirby office is at The Old Bakery, 72 Sandy Lane, West Kirby, CH48 3JA. These are the offices to contact when arranging advice from Cheshire.

Can I meet an adviser remotely?

Yes. Remote meetings are available across Cheshire. Tell us what you need help with and the team will explain how to arrange your meeting.

Can you work with my accountant or solicitor?

We offer professional support for accountants, legal practices and their clients. Tell us about any existing adviser relationship when you enquire so we can discuss how the relevant services fit together.

What should I include in an enquiry?

A short outline of what you need help with, where you are based and any important deadline is enough to start the conversation. The team will explain what further information is useful.

Speak to Parker Kelly

Call 0151 236 7838 or contact us to arrange a complimentary initial chat about your plans.