About Us
Along with our host company, Parkway Insurance Services, which is regulated by The Financial Services Authority, we are a small team of IFA's dedicated to developing long term relationships with our clients. We try to ensure that our clients' financial requirements are catered for throughout the different phases of life by developing close personal relationships with them and by applying our knowledge and professionalism to every aspect of finance, however small.
The vast majority of clients are introduced by other clients or professional advisers such as accountants and solicitors, with whom we have developed good working associations over the years.
We are committed to providing a superior service, not only initially, but also on an ongoing basis, if required. We have invested in a wide range of computer hardware and specialist software to assist us in providing this level of service. In addition, we have built up strong connections with stockbrokers, actuaries, tax barristers, accountants and solicitors who are able to cover areas of advice outside our remit.
How we work
When we first meet, we will usually begin by discussing your aims and needs in general before proceeding to conduct a thorough financial review, where appropriate.
Where a full review is requested, we will take time to consider your situation and needs in detail before preparing a report of our conclusions. Normally this report would be presented to you at a subsequent meeting. We would then discuss our conclusions and recommendations with you, before agreeing the priorities and appropriate action to be taken.
Where are we?
Please Click on the link below for a map of the surrounding area.
Map
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