What we do

We help you manage your finances so that you have the money and financial security to live the life you want. How we advise you will depend entirely on where you are in your life and the goals you have for the future.

At Parkworth, what we do is simple

We don’t get bogged down in specific products and technicalities, or sell you things you don’t need. Instead, our advisers take a holistic view to financial planning, listening carefully to your requirements and suggesting long-term strategies to get you where you need to be.

 

Think of your life like a route on a map. Without financial advice, you might take a roundabout route, get lost along the way and waste lots of time figuring out which direction to go in. Not with Parkworth. We’re here to help you plot the best course to your destination, marking out important stops along the way and looking ahead at what you’ll need at every stage of your journey. We’ll even come along for the ride, helping you navigate successfully through life and adjusting your course wherever challenges arise.

We don’t get bogged down in specific products and technicalities, or sell you things you don’t need. Instead, our advisers take a holistic view to financial planning, listening carefully to your requirements and suggesting long-term strategies to get you where you need to be.

 

Think of your life like a route on a map. Without financial advice, you might take a roundabout route, get lost along the way and waste lots of time figuring out which direction to go in. Not with Parkworth. We’re here to help you plot the best course to your destination, marking out important stops along the way and looking ahead at what you’ll need at every stage of your journey. We’ll even come along for the ride, helping you navigate successfully through life and adjusting your course wherever challenges arise.

Preparing for a

fulfilling retirement

Retirement should be an exciting time – a time to plan for all the activities, experiences and aspirations you haven’t had time for in your working life. We understand, however, that pensions can be confusing and saving for retirement can feel stressful, not exciting. That’s why we encourage our clients to think beyond the practicalities and talk to us about their ideal retirement. Once we have explored all the possibilities and opportunities retirement has to offer, we can start to put the financial building blocks in place to ensure your retirement is everything you ever hoped for.

Investing today

to enjoy tomorrow

As you advance in your career and grow your wealth, you may wish to consider investing some of your money to deliver long-term growth for the future. We can help you build an investment portfolio that is aligned with your preferred level of risk and, if it is of interest to you, focuses on promoting sustainability and social responsibility. By helping you to invest your money wisely today, we can make sure you’re on track to live life to the full tomorrow.

Securing your

financial future

No matter what your age, it’s never too early to start thinking about your financial security later in life. At the same time, with so many pressures on our finances, it can be difficult to prioritise the future over the here and now. At Parkworth, we can help you manage your finances more effectively, enabling you to live in the present while preparing yourself financially for the years to come. Whether you’re looking to save money to help your children with their education or to buy a home, or you want advice on maximising your pension contributions to ensure you’re on track for a comfortable retirement, we’re on hand to help you make it happen.

Taking care

of your family

When you have children and loved ones who depend on you, it can feel like a big responsibility. Protecting yourself and your dependants against life’s unexpected events help deliver the peace of mind you need to enjoy every precious moment with your family. We can help you build up your financial security, so that you never have to lose sleep over what the future holds.

For friendly advice and expert assistance in achieving your life’s goals and aspirations, please get in touch for an initial chat.

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You are now leaving the website of Parkworth and we cannot be held responsible for the content of this external website.

You are now leaving the website of Parkworth and we cannot be held responsible for the content of this external website.

You are now leaving the website of Parkworth and we cannot be held responsible for the content of this external website.

You are now leaving the website of Parkworth and we cannot be held responsible for the content of this external website.