Why should I choose Parsonage?

Because we're excellent.

But we’re likely to say that.

I mean, we would say that, wouldn't we? But, as it happens, we have some evidence for it:

At Parsonage we understand that independent opinions and reviews really matter so we invite our customers to post a public review of our service after we conduct any work for them.

And we openly display these reviews on the website VouchedFor.com 

OK, you sort of expect that. So why else?

Parsonage is a Chartered Financial Planning firm – and we're one of only 800 in the UK.

At Parsonage we choose to be Chartered because we want to deliver the best service and quality that we possibly can.

And there is another reason that we think you should choose us;

We want to help.

We think that you matter.

So much so that we designed an entire campaign just to find you.

At Parsonage we believe that starter savers, people just like you, are just as important as well established clients.

We believe that financial choices at the beginning of your career path are just as important as financial choices towards the end.

We believe that the quality of financial information available to you should be shared in a way that is understandable, empowering and personable.

And we believe that we are the right choice for you.

We have designed this blog series to empower starter savers to with

• the advice you need (not the jargon you don't) and
• the help you need (not the hassle you don't) at
• the time you need it (we'll work with you online as much as possible, but we do sleep at night so please be patient)
• we also love talking to people and making friends (so you're very welcome to come and see us)

What's the catch?

It's not free. The way we charge for this is just a discounted version of our normal annual review charge. That means we charge 0.03% of the value each month (that's 0.35% per year). Otherwise, our normal terms apply so you can sack us with a month's notice if you need to but we hope you won't want to do that. Also, the same regulations and protections apply to you that cover any millionaire that we act for.

Prove it!

Here's some evidence for this:

Flora Maudsley-Barton's certificate of excellence from Vouchedfor 

Malcolm Wallace's certificate of excellence from Vouchedfor

Parsonage's terms of business

Our listing on the regulator’s register is here 

Now what?

Now, the choice is yours.

At Parsonage we believe that you are worth pursuing. You are worth finding. That you deserve to make good, well reasoned financial decisions that will benefit your vision for the future without waiting for that day to first arrive.

We believe that we are the company to help you do just that.

We are personable.

We care about what we do, and we care about you.

If this is the first time you are hearing about our business, we encourage you to click this link and read the rest of our starter saver blog series. Find out what you need to know about having a financial plan, why saving matters (and why that isn’t boring), if being in a pension can benefit you, and to discover if you are ready to become a Parsonage client.

And, when you are ready, click this link, to start your financial future today.

The value of your investment can go down as well as up and you may not get back the full amount you invested. Investing in shares should be regarded as a long-term investment and should fit in with your overall attitude to risk and financial circumstances. (That’s why we’re happy to help.)

 

Flora Maudsley-Barton

Here's a little more information about our team:

Q: Qualifications Include

A: My degree in modern languages included a module on economics and personal finance, and that's how I got into financial planning.

Since then, I've become dual qualified as both a Certified Financial Planner and a Chartered Financial Planner, including the specialist qualifications in Tax & Trusts (G10) and Pensions (AF3/G60).

The full list is:

AF3 - Pensions (CII) (I did that to totally update my pension knowledge, as I had done G60 in 1994.)
K10 - Retirement Options (CII)
K20 - Pensions Investment Options (CII)
G20 - Personal Investment Planning (CII)
Chartered Financial Planner (CII)
ER1 - Equity Release (CII)
HR1 - Home Reversion Plans (CII)
G10 - Taxation and Trusts (CII)
CFP - Certified Financial Planner Licence (IFP)
H15 - Supervision and Sales (CII) 

In November 2016 I added the STEP (Society of Trust and Estate Practicioners) Certificate for Financial Services.

Q: Do your clients have anything in common with each other?

A: They are all lovely and there are a few similarities in their aims that I've noticed. 

Many of my clients want to do more than just meet their own needs. They also see themselves as custodians of their money for the next generation or for other beneficiaries. 

In other cases, their aim is to manage their wealth efficiently during their lifetime, with the aim of spending it all… but minimising tax on the way there.

Q: What type of work do you enjoy most?

A: I do get a real sense of satisfaction from the work with those clients who engage me to manage the needs of two generations of the same time. That can be 'just' a long-term and balanced investment strategy or it can be trust planning and estate planning to avoid paying too much Inheritance Tax.

Q: Where would you be right now if you weren't at work?

A: In the Lakes

Q: In the film of your life, who would play you?

A: In my head, it's Uma Thurman, but I expect they would approach 'Nursey' from Blackadder II.

Q: Curry or Hot Pot?

A: Agh, too difficult. Curry.

Q: Sherbert or Chocolate?

A: Chocolate

Q: Lawn or Flowers?

A: Lawn

Q: What are you most likely to do whilst being 'on hold'?

A: Infuriate my colleagues by opening conversations then cutting off their reply when my call is answered.