Protecting and building your wealth is vital for a healthy financial future. We’re here to help with all things wealth management.
How to safeguard your assets
Means of growing your wealth
Plans for later life
Having strategies in place for later life brings peace of mind. Our advisers can help with all your pension needs.
Choosing a pension
Advice on whether to move your pension
Tax-efficient solutions
Our advisers can help you navigate the process of securing the mortgage most suitable for you, with access to thousands of deals.
Tailored advice for finding your mortgage
Mortgage application assistance
Remortgaging support
We are here to offer support on all kinds of taxation affairs. Well-thought through tax planning is positively prudent.
Featured below are the ones our clients ask for most frequently.
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Call us today on 01623 651 773 or email us at enquiries@parkhall.co.uk and we'll be pleased to help you.
The Financial Conduct Authority do not regulate inheritance tax planning.
Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
We meet together to discuss your personal circumstances and your current financial situation.
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan
So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
If required, review dates will be agreed and can take place annually or more regularly if required or requested.
B Taylor
I have been a client of Park Hall for some years and following some changes in the organisation I have had Andrew as my Advisor for just over 1 year. Andrew undertook a thorough review of my existing portfolio, current financial situation and retirement goals at our first meeting. He provided detailed cashflow forecasting which has provided me with a much better picture given the various scenarios. He also made valuable suggestions regarding costs and charges which will make savings without compromising the investment.
Pauline
How has Philippa Bown helped you?
Phillipa has helped by regular face to face meetings with additional responses to questions. She has guided us through uncertain financial times. Introduced us to different products to better serve our future. Philippa is an approachable adviser and explains with patience aspects of our financial choices. We are confident that as we enter a different stage in our lives that her advice will continue to provide a secure base for our future.