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Wealth management

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

For bespoke advice you can trust call
01623 651 773
 

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Pension planning

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

For bespoke advice you can trust call
01623 651 773

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Mortgages

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

For bespoke advice you can trust call
01623 651 773

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Tax planning

We are here to offer support on all kinds of taxation affairs. Well-thought through tax planning is positively prudent.

  • Income tax assistance
  • Capital Gain Tax advice
  • Inheritance Tax guidance

For bespoke advice you can trust call
01623 651 773

FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Services

Featured below are the ones our clients ask for most frequently.

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    Wealth Management

    • Our trusted consultants combine financial planning with investment strategy, reviewing your wealth and providing sound advice to help you make decisions on how to sustain and grow it.
    • Ultimately, we work with you to help you achieve your financial aspirations, using a holistic approach.
    • We select financial services which we think will best suit your circumstances, for example: investment, ISA, insurance and retirement options. 
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    Tax Planning

    • For a comprehensive financial plan that provides tax-efficient solutions, we consider your personal and business financial situation and conditions.
    • Focusing on minimising your tax liabilities within the UK’s legal framework, our tax planning advisers offer responsible and dependable advice.
    • If you’re considering moving your pension because the current goalposts appear to keep moving, our trusted advisors can give you clarity. 
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    Pension Planning

    • Whatever your plans for later life, our pension advisers can help you navigate ways to fund them, working with your current needs and your hopes for the future.
    • Whether you’re hoping to draw on them after retirement, or before, we offer advice you can trust.
    • Making proper pension plans means making proper plans for your future. Its importance cannot be underestimated. The earlier you make them, the better. 
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    Mortgages

    • Our highly regarded mortgage advisers provide solid advice on whole of market mortgage solutions.
    • Experienced, qualified and knowledgeable, our advisers tailor their guidance, based on your current financial circumstances and the market.
    • Whether you’re a first-time buyer, professional, mover, remortgager or buy to let investor, we can find the product you need. We have access to thousands of mortgages: fixed-rate, tracker and standard variable rate options. And we have access to high street and specialist lenders. 
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Financial Advisers Located in Mansfield Woodhouse, Mansfield

Financial Advisers Located in Mansfield Woodhouse, Mansfield

Welcome to Park Hall Financial Services Limited

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.

OUR PLAN FOR YOU

OUR PLAN FOR YOU

Here's how we formulate the plan towards Your Goals

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.

  • ABOUT YOU

    We meet together to discuss your personal circumstances and your current financial situation.

  • YOUR GOALS & AMBITIONS

    Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

  • ANALYSIS

    We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan

  • HOW TO GET THERE

    So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

  • IMPLEMENTATION

    It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

  • REVIEW THE PLAN & PROGRESS UPDATES

    If required, review dates will be agreed and can take place annually or more regularly if required or requested.

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

Request a Call Back

Request a Call Back

CAN WE HELP YOU WITH SOMETHING?

Submit your information

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

From time to time, we would like to contact you about our products and services which we think you might be interested in. If you consent to us contacting you for this purpose please tick to say how you would like us to contact you.

TESTIMONIALS

See What Our Clients Have to Say About Us

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.

Company membership

We’re proud to be members of the Consumer Duty Alliance

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WHERE WE ARE

01623 651 773
2 Market Place
Mansfield Woodhouse
Mansfield, NG19 8AS


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