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Posts Tagged ‘Chartered Financial Planner’

Who we are

Icon Written by Flora Maudsley-Barton on 1 May ’09 – 9:18 am

Flora Maudsley-Barton has grown Parsonage from very humble beginnings after honing her technical skills as a Chartered Financial Planner / Certified Financial Planner. With over 17 years experience as an advisor, including six years within a top north west accountancy practice, Flora is adept at advising owner-manager clients on their own retirement and planning matters. Flora more »

Tags: Chartered Financial Planner, flora, Lymm, Parsonage

How we charge

Icon Written by Flora Maudsley-Barton on 10 Mar ’09 – 10:33 pm

All financial advisers are required to list their charges when ‘there is the prospect of doing business’.  At Parsonage, we believe in being open about our charging structure, so we publish it for all to see.  Does your current adviser do that? Here it is, our brochure and terms of business Parsonage offers a professional more »

Tags: Certified Financial Planner, Charges, Chartered Financial Planner, Cheshire, Financial Advisers, How We Charge, Lymm, Parsonage, Professional Service