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Financial Planners

Parker Sage Independent Financial Advisers Ltd

Parker Sage Independent Financial Advisers Ltd is a financial services company based in London, England. They specialize in providing expert financial planning advice to individuals and businesses. As experienced financial planners, they offer a range of services to help their clients achieve their financial goals. Whether it's retirement planning, investment management, or tax planning, Parker Sage Independent Financial Advisers Ltd has the expertise to help. Their commitment to providing personalized service and tailored solutions has made them a trusted partner for clients seeking financial guidance.

Introduction to Parker Sage Independent Financial Advisers Ltd

Parker Sage Independent Financial Advisers Ltd is a financial services company located in London, England. The company was founded with the purpose of providing high-quality financial planning services to individuals and businesses. What sets Parker Sage Independent Financial Advisers Ltd apart from other financial planners is their commitment to providing independent and unbiased advice, as well as their personalized approach to financial planning.

Services & Products

Parker Sage Independent Financial Advisers Ltd offers a range of financial planning services, including retirement planning, investment planning, and estate planning. They also offer advice on insurance and risk management. Customers can expect to receive personalized advice tailored to their individual needs and goals.

Location

Parker Sage Independent Financial Advisers Ltd is located in the heart of London's financial district. The area is home to a variety of businesses, including banks, law firms, and financial services companies. Customers can expect to experience a bustling and fast-paced environment. The company is conveniently located near public transportation options, including Bank Station (0.1 miles), Liverpool Street Station (0.4 miles), and Moorgate Station (0.3 miles).

Benefits

Customers should choose Parker Sage Independent Financial Advisers Ltd because of their commitment to providing independent and unbiased advice. The company is not affiliated with any financial institutions or product providers, so customers can trust that their advice is in their best interest. Additionally, the company's personalized approach to financial planning ensures that each customer receives advice tailored to their unique needs and goals.

Good to Know

Customers should be aware that Parker Sage Independent Financial Advisers Ltd charges fees for their services, rather than relying on commissions. This ensures that their advice is not influenced by potential commissions or incentives from product providers.

Reviews

Customers have praised Parker Sage Independent Financial Advisers Ltd for their personalized approach to financial planning and their commitment to providing independent and unbiased advice. Customers appreciate the company's thoroughness and attention to detail in their financial planning recommendations.

Amenities

  • amenity
    free consultation
  • amenity
    online account access
  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance coverage
  • amenity
    wealth management
  • amenity
    budgeting assistance
  • amenity
    credit counseling

FAQ

What types of financial planning services do you offer?

We offer a wide range of financial planning services, including retirement planning, investment management, tax planning, estate planning, and insurance analysis.

How do you customize financial plans to fit individual clients?

We take a personalized approach to financial planning and work closely with our clients to understand their unique circumstances, goals, and risk tolerance. We then develop customized financial plans that are tailored to fit their individual needs.

What are your fees and how are they structured?

Our fees vary depending on the services provided and the complexity of the financial plan. We typically charge a percentage of assets under management or an hourly rate for financial planning services. We are transparent about our fees and provide a clear breakdown of costs upfront.

What professional qualifications do your financial planners have?

All of our financial planners are highly qualified and hold professional designations such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and/or Chartered Financial Planner (ChFP). Our team also participates in ongoing professional development to stay up-to-date on industry trends and best practices.

Can you provide references or testimonials from satisfied clients?

Yes, we are happy to provide references and testimonials from satisfied clients upon request. Our clients' satisfaction is our top priority, and we are proud of the long-term relationships we have built with them over the years.