Parsonage Financial Planning - IFA - Chartered Financial Planner

You don't need an Independent Financial Adviser - IFA to organize your money for you. We know that most of the work we do could be done by any of our customers, if they wanted to. Our customers could work out how much to save up to meet their goals and organize ISAs, pensions and life assurance to protect their hard work. They could spend their time on making good use of their tax planning opportunities, researching the many funds available, working out which funds are not too risky, and which funds will work hard enough. These are some of the tasks that we, as Independent Financial Advisers, undertake for our customers.

We definitely do it quicker, because that's all Parsonage Financial Planning do. Our customers are pleased that our advice and planning gives them time to get on with the important things. Our work is also checked by our peers and we maintain professional indemnity insurance to make sure that we are responsible for our advice.

We think we do it better – and we are grateful for our customers' kind comments that we feature here on our website.

Now, we've found out that IFA customers really get richer. The 'Value of Advice' report, published in July 2012 concluded that IFA customers are an average £2,780 richer, every year, during retirement. Using an Independent Financial Adviser, including Chartered Financial Planners, really can pay dividends.

Based in Altrincham, Parsonage Financial Planning are Chartered Financial Planners, the gold standard for Independent Financial Advice (IFA) because our Financial Advisers are more qualified, more experienced and happy to subscribe to the Chartered Insurance Institute's code of ethics for Chartered Financial Planners. Parsonage are one of only 300 Chartered Financial Planner companies trading in the UK.

Managing Director, Flora Maudsley-Barton is also a Certified Financial Planner, which is an international case study-based qualification for lifelong financial planning. This makes her one of the very few dual qualified chartered and certified financial planners.

With our Independent Financial Advisers (IFA) or Chartered Financial Planners, you will be in good hands. We put you and your objectives at the centre of the planning process.

Our approach is customer focused and is backed-up with years of technical know-how, we use the Institute of Financial Planning's (IFP) renowned six step advice process for certified financial planners. We begin by listening to your story to find out where you want to be. Assessing your attitude to risk is an important part of the process so that we can match the many products available to your preferences.

We believe that charges should be clear for the outset, that is why we publish how we charge.