Equipped with the relevant knowledge, skills and experience, Parsonage offers financial solutions to clients at key stages of their life - retirement, moving home, redundancy and succession planning. Many of our clients are referred to us by accountants, solicitors and other financial advisors who do not have the specialist knowledge, skills and experience in place.
Your client may require detailed advice outside your main area of expertise. Our belief is that professionals need to work together to provide the best possible client service, referring cases to each other when appropriate. In this way, by building up a strong working relationship and mutual trust, we can become ambassadors for each other’s firms and retain strong and close ties with our clients.
Our particular expertise lies in implementing pension sharing orders, as well as advising you on what percentage to share, investment advice for trustees (especially for minor beneficiaries) and maintenance payment protection. The different types of life assurance shown in the services to clients section can all be used to protect maintenance payments from different risks.
We benefit from our relationships with other excellent professionals because our clients often need your help, ranging from their conveyancing, Wills, Start-ups and self assessment needs to more bespoke assistance with trusts etc.
Based in Cheshire, our client base principally comprises high net worth individuals.
If you would like to discuss ways in which we can work together, please contact Flora Maudsley-Barton on 01925 758374 or email flora@parsonage-group.com
Tags: Accountants, Investment Advice, Lymm, Parsonage, Services to Profesionals, Solicitors, Succession Planning
