Parker Kelly Financial Services Ltd Reviews 10

Kate looked after me so well and really demystified pensions and annuities and helped me focus on what I needed in order to retire. She made the whole experience far less scary and overwhelming. I'd recommend speaking to Kate and her team if you want simple sound advice on pensions and retirement financial planning.

I can’t recommend Parker Kelly Financial services enough. I visited their West Kirby office and dealt with Emma. She made me feel completely at ease, was extremely professional and courteous. Highly recommend

I visited the West Kirby branch of Parker Kelly. Kate was extremely helpful. She took time to understand my situation and requirements and offered clear, uncomplicated advice wih compassion and understanding. I would most definitely recommend Parker Kelly.

I approached Parker Kelly (specifically Andrew Parker) for pension advice based on the recommendation of a colleague who did the same a few years ago.

My wife and I are very much a pension novices and we wanted advice on Civil Service partial retirement options, the McCloud judgement, lump sum choices and what to do with a Civil Service Additional Voluntary Contribution (AVC).

Andrew was very helpful and very knowledgebale on all the matters consulted on. After an initial meeting with my wife and I we agreed the scope and price of his analysis and provided the information needed for it.

Andrew produced a very comprehensive Retirement Income Report which analysed a range of options and made clear Recommendations. Since our situation was complex, Andrew offered a final meeting during which I quizzed him on the report.

Andrew was a great help for me and my wife in deciding what route to take for my partial retirement and I have given a five star rating for our experience.

I approached Parker Kelly for pension advice Andrew and his team were very helpful and the information, advice and the options open to me a pension novice was all explained to me by Andrew and was a great help for me and my wife in deciding what route to take for my retirement.

My father used Parker Kelly for many years and on his passing, we have used them for help regards his estate and ongoing financial advice. Andrew has been a huge help, is incredibly knowledgeable, gives clear advice and is really prompt in his responses. I would highly recommend.

I have known John for a long time and he helped me and my husband buy our first home.
John is wonderful at what he does and his experience shines through. He found us a great mortage, gave so much of his time, was quick and effecient and was a pleasure to deal with. I cannot recommend him and Parker Kelly enough - I recommned him to everyone :-)

John has helped us buy two homes, and I don’t know how we would’ve managed without him. He is incredibly knowledgeable, responsive and helpful. Navigating the mortgage market can feel like a minefield but with John to help and advise it’s manageable.

Thank you John and team!

Having dealt with Parker Kelly for many years, firstly offering a service to older people as part of Age UK and now personally, organising our private pensions, we have found them to be informative and helpful in every way. Excellent customer service.

We have been using ParkerKelly for over 10 years. The advice and service is efficient.

Recent use of modern technology has helped us track investments.