Meet The Team
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Flora Maudsley-Barton is the proprietor of Parsonage and its Chartered Financial Planner. She doesn’t enjoy commuting, so works extensively from her home office in Lymm, when she isn’t spending time with clients, at their premises or in Parsonage’s meeting rooms in Knutsford.
With over 15 years experience in financial services as an advisor, prior to which she spent six years within a top north west accountancy practice, Flora is adept at advising owner-manager clients on their own retirement and planning matters.
Chartered status requires a code of ethics that other financial advisors do not subscribe to. At Parsonage, we believe only in giving sound, clear and easy to understand advice. Our reputation sells itself, with our clients often being referred by other professionals.
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Donna Bond is Flora’s PA, so she runs everything else. She knows all the clients and the diary and she loves speaking to people.
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Mary Painter provides technical support on policies and research. She’s also the expert with our back-office system.
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Sense Network provide extensive administrative and compliance support. They deal with the business auditing, software support and accounting work.
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Cathi Harrison works hard behind the scenes to assist with research into our investment and contract solutions. She also prepares our reports and recommendations. |
Tags: Chartered Financial Planner, flora, Lymm, Parsonage