Goals driven financial planning. Where do you want to be?

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Independent Financial Planners based in Altrincham, Greater Manchester.

Goals driven financial planning is about more than just investing your money – it’s about defining what will bring you happiness and wellbeing, then planning the route to get you there.

Work with us to define where you want to be, then let us develop the financial plan to get you there.

 

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Why pay for Independent Financial Planning?

Over 47,000 reasons to get financial advice

A study* by ILC UK shows just what a positive difference advice can make. It also shows that advice is for everyone and not just the ‘rich’.

The research looked at two groups of people to see if they were better off with or without advice. The first group were ‘affluent’ and the second group considered themselves as ‘just getting by’. 

The study was carried out over a number of years to get an extensive view of people's finances and measure the impact longer term. Those who took financial advice in both groups ended up with an average increase in their wealth - over £47,000 more than those that didn't take advice.

As we all know, nothing is certain. As with any investment, even with an experts' help, the value can go down as well as up and you may not get back the amount you put in.    


*The research explored the impact of financial advice between 2001-2006 on financial outcomes in 2014-2016. Due to the fact this study was carried out over such a long period, it is the latest data available.

 

Interested in becoming a client?

Book a 30 minute meeting with one of our advisers.

We’ll answer your questions and talk you through how we can help.

 

Parsonage are proud to work with Ecologi to make a positive impact on the environment. Whether we are planting trees or funding renewable energy projects, we are working towards offsetting the carbon footprint of our business and our team.