Parker Kelly Financial Services Ltd
Parker Kelly Financial Services Ltd provides financial services in Liverpool and across the North West, offering advice tailored to client needs. Established in 1994, the firm has developed into a financial advice provider, focusing on relationships with clients.
- Mortgages
- Equity Release
- Business Support
- Retirement Planning
- Financial Protection
- Pension Consolidation
- Savings and Investments
- Estate & Inheritance Tax Planning
Locations
Competitors
Vantreo Wealth Management is an independent financial advice service dedicated to achieving the best possible outcomes for clients.
Company Details
Parker Kelly Financial Services Ltd is operated by Parker Kelly Financial Services Limited and is a Active company incorporated on 29 May 2012 with the registered office located in Liverpool, Merseyside. Parker Kelly Financial Services Limited was registered 13 years ago.
Status
Active
Size
Micro
Directors
3
Age
13 years old
Employees
11
Turnover
Unreported
Total Assets
£362.66K
Cash in Bank
£114.75K
Total Liabilities
-£139.02K
Teams
9
6
5
2
1
Operations Manager • Joined Feb 2022
Mortgage And Equity Release Adviser • Joined Apr 2004
Managing Director And Independent Financial Adviser • Joined Jul 2020
Office Junior
IFA & Mortgage Administrator / Paraplanner Support • Joined Apr 2022
Chartered Financial Planner • Joined Jun 2024
Independent Financial Advisor • Joined Aug 2009
Mortgage Insurance & Equity Release Adviser At Parker Kelly • Joined Apr 2023
Mortgage Advisor • Joined May 2022
Operations Manager • Joined Feb 2022
Financial Advisor • Joined Apr 2004
Managing Director And Independent Financial Adviser • Joined Jul 2020
Chartered Financial Planner • Joined Jun 2024
Independent Financial Advisor • Joined Aug 2009
Mortgage Advisor • Joined May 2022
Office Junior
IFA & Mortgage Administrator / Paraplanner Support • Joined Apr 2022
Mortgage And Equity Release Adviser • Joined Apr 2004
Managing Director And Independent Financial Adviser • Joined Jul 2020
Chartered Financial Planner • Joined Jun 2024
Independent Financial Advisor • Joined Aug 2009
Mortgage Advisor • Joined May 2022
Mortgage Insurance & Equity Release Adviser At Parker Kelly • Joined Apr 2023