Parker Kelly Financial Services

Parker Kelly Financial Services: independent financial advice in Liverpool

Parker Kelly Financial Services is an independent financial advice firm based in Liverpool with an additional office in West Kirby, in the Wirral district. Founded in 1994 by Ian Parker and Paul Kelly, the company presents itself as Chartered Financial Planners, a designation that implies a public commitment to a client-focused approach and a professional code of ethics. Its advisers operate independently, without ties to any provider, and offer access to all products on the market through a qualified practitioner.

Financial planning services

The firm structures its offering across several areas of advice. In the area of pensions, it covers retirement planning, pension consolidation and options for those starting a new pension plan. In inheritance and succession matters, it works on inheritance tax (IHT) planning, the creation of trusts and estate planning. It also offers savings and investment advice, with products such as ISAs, bonds and investment and cash accounts.

In the mortgage area, the company covers purchase mortgages, remortgages, buy to let and let to buy loans, as well as equity release. In financial protection, it offers life insurance, critical illness cover, term assurance, key person protection and business loan protection.

Business and professional support

Parker Kelly provides business support services, including advice on employee pensions so that they become a real benefit. It also offers professional support to law firms and their clients, as well as to accountants and their clients, and a professional support service from its mortgage team.

Geographic coverage

The company serves clients in Liverpool, Wirral, West Kirby and Cheshire, including locations such as Chester, Southport, Formby, Crosby, Warrington, Knowsley and Lancashire. According to its website, it operates throughout the UK. Its advisers are available for meetings outside normal hours if necessary.

Team and structure

The management team includes Andrew Kelly and John Kelly as managing directors, both advisers, and Andy Griffin as associate director and adviser. Kate Pierce is a Chartered Financial Planner, while Emma Hughes and Ann Parker carry out mortgage advisory roles. The staff is completed by Amy Briggs as paraplanner, Alice Horton in administration and Christopher Hoole as trainee paraplanner.

Track record and recognition

Founded in 1994, the firm has decades of activity in the financial sector of north-west England. Its founders previously worked at entities such as Allied Dunbar and The Prudential before establishing their own business in Liverpool city centre. The company maintains a customer review page highlighting the service received and the responsiveness of the team.

Offices and locations

Office 1: 3rd Floor, 1 Temple Square, 24 Dale Street, Liverpool L2 5RL

West Kirby Office: The Old Bakery, 72 Sandy Lane, West Kirby, Wirral CH48 3JA