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Posts Tagged ‘Parsonage’

News & Press

Icon Written by Flora Maudsley-Barton on 17 Aug ’09 – 7:27 pm

Here is our archived news: 28 June 2010 – Marie Curie Fundraiser with Lymm Festival: The open gardens was a great success yesterday, thanks to all of you for your support.  We raised over £100 for Marie Curie.  Also, the large, unidentified plant was a “bowles perennial wallflower”.  I paid 30p for it at a more »

Tags: case studies, newspaper, Parsonage

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

Tin Box Service

Icon Written by Flora Maudsley-Barton on 11 Mar ’09 – 4:43 pm

We have never found a better name for this service, so we call it what our clients call it. The tin box service. You know that list?  The list of all your bank accounts, share certificates, investments, premium bonds etc that you update and put in a tin box every now and then so that more »

Tags: Financial Planners, Investments, Lymm, Parsonage, Peace Of Mind, Premium Bonds, Share Certificates, Tin Box, Tin Box Service

Investment Review

Icon Written by Flora Maudsley-Barton on 11 Mar ’09 – 4:40 pm

Our clients welcome Parsonage’s investment review service because they recognise that it is essential to look after their investments. They welcome the reassurance that comes from knowing that a Chartered Financial Planner is monitoring their investments for them, backed up by a team of technicians.  Would you appreciate our investment review service?  We have many more »

Tags: Fund Performance, Investment Portfolio, Investment Service, Investments, Monitoring Performance, Parsonage, Performance Objectives, Portfolio, Service Monitoring, Withdrawals

Retiring Now

Icon Written by Flora Maudsley-Barton on 10 Mar ’09 – 10:38 pm

  Once you reach retirement, there are still many options to make the most of your pensions and savings.  Parsonage will look at how you should draw your pension to your best advantage, perhaps investing in an annuity – an income for life, provided by an insurance company.  Or your circumstances may be better suited more »

Tags: Best Annuity Rates, Cheshire, Income Strategies, Investment Returns, Investments, Lymm, Parsonage, Pensions, Retirement counselling, Retirement Income, Retirement Options

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

Equity release: Lifetime Mortgages, Home Reversion Schemes

Icon Written by Flora Maudsley-Barton on 10 Mar ’09 – 10:31 pm

Later in life, you may need to raise some money, either as a cash lump sum or to provide additional income for an expensive purchase, equity release may be the solution.  We will advise you whether it would be more appropriate to take on a lifetime mortgage to release some of the equity on your more »

Tags: Additional Income, Cash Lump Sum, Equity Release, Home Reversion Scheme, Lifetime Mortgage, Lymm, Parsonage, Retirement

Planning To Retire

Icon Written by Flora Maudsley-Barton on 10 Mar ’09 – 10:28 pm

Many people are unaware of how much money they will receive and indeed how much they will need after retirement.  Parsonage will evaluate your old pension schemes and look at self-invested personal pensions, to see which option will benefit you the most. Expert advice should be sought when you plan for retirement, especially for higher more »

Tags: Lymm, Parsonage, Pension, Pension Scheme, Planning For Retirement, Retirement, Retirement Options, Retirement Planning, Self Invested Personal Pensions

Moving Home, Remortgaging

Icon Written by Flora Maudsley-Barton on 10 Mar ’09 – 10:24 pm

Most of our clients, new and retained, are aware of the vast array of mortgage products available and welcome our help in finding a good one.  Parsonage will save you time, highlighting only those mortgages that will be appropriate for your individual circumstances and requirements, whether you are moving home or just simply remortgaging. It more »

Tags: Commercial Mortgage, Current Account Mortgages, Flexible Mortgages, Lymm, Mortgage, Mortgage Advice, Mortgage Help, Moving Home, Parsonage, Payment Protection

Professional Partners

Icon Written by Flora Maudsley-Barton on 10 Mar ’09 – 10:21 pm

We take our strong links with our professional partners very seriously.   We understand that you risk your reputation when you recommend us.  Our clients also benefit from our relationships with other excellent professionals because our clients often need your help. If you would like to discuss ways in which we can work together, please contact more »

Tags: Accountants, Investment Advice, Lymm, Parsonage, Services to Profesionals, Solicitors, Succession Planning