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Parkway Chartered Financial Planners
       
 
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Parkway Chartered Financial Planners
 
 
Overview: 

We provide an impartial service which focuses on achieving your aims and objectives, rather than selling products. We believe that by simplifying complex issues, you will often be in a position to make informed decisions yourself about your financial planning.

Our advisers all have long careers in the financial services industry with the highest professional qualifications and are able to advise in a range of areas, including pension funding and retirment options, investment planning, protection needs, Inheritance Tax and estate planning, general taxation planning/administration and family trusts.

We also believe, however, that it is important to recognise areas where we don’t have in-depth expertise and will refer you to an external specialist should that be the case.
History: 

The company was formed in 2011 to provide an unbiased and independent, service driven financial consultancy for individuals, companies and trustees. Our approach is underpinned by a transparent, fee driven menu of charges and backed by investment in the latest independent research software.

The company was founded by Mike Ross who was subsequently joined by Lee Hanson and Greg Farrar. There are no external shareholders or investors, thereby ensuring decisions are made free of any outside influence.


 
 
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