Parasol Financial Services is an Independent Financial advisory firm providing holistic financial planning for Parasol employees. Our aim is to focus on the specific needs of our employed contractors and their families.
We offer a full range of financial advice for all our clients’ requirements. We are not a product driven financial services business, we are independent and advice driven. With that in mind our first and fundamental aim is to listen to you, the client. This process is thorough as it forms the basis of our understanding of your individual, family or business goals. Knowing our clients’ objectives and circumstances is a very personal affair and we pride ourselves on the rigour this gives our relationship.
Parasol Financial Services is regulated to give investment advice by the Financial Conduct Authority and is a separate company to Parasol, both are completely aligned with a passion for detail and quality, with a focus on obtaining the best outcome for our clients.
Once we have an understanding of your affairs we will design your individual financial solution and document this in the form of a written recommendation called a suitability report.
The areas we cover are:
Family and Individual Protection; Critical Illness, Income Protection and Life Cover.
Pensions – We offer a full pension service from Set Up, pension ‘Review & Consolidation’ exercises as well as ‘At Retirement’ and detailed ‘Cash flow’ planning exercises, which given the new Pension Reform rules, have become even more important.
We have an in-house pension offering from which benefits from a ‘Salary Sacrifice’ arrangement providing some additional help to boost your retirement fund.
Regular & Lump Sum Investment & ISA planning – A personal plan for investment which takes into account your objectives, circumstances and current planning. Our aim is to help you achieve the very best result by managing and optimising your tax free allowances and your general Investment Capital Gains Tax allowances.
Mortgages – We have consultants who will guide you through your requirements and tailor a mortgage which is friendly to your unique circumstances.
Make an enquiry
Your home may be repossessed if you do not keep up repayments on your mortgage.
Registered in England and Wales number 07185150 registered address: Jackson Stephen LLP, James House, Stonecross Business Park, Yew Tree Way, Warrington, Cheshire WA3 3JD
Parasol Financial Services is a trading style of Warriner & Co Limited which is an appointed representative of Caerus Financial Limited, Building 120, Windmill Hill Business Park, Swindon, SN5 6NX which is authorised and regulated by the Financial Conduct Authority.