Financial planning advice
delivered with clarity

Providing professional financial advice to both private and corporate clients in the UK.

Welcome

Parker Castle specialise in pension planning, both pre and post retirement, investment planning and all forms of protection for yourself, your family or your company.

In addition, if you need to consider funding for care for yourself or a relative, we can provide this advice.

Generations have
benefitted and you
can too

About us

Parker Castle are financial advisors providing advice on investments, pensions and life assurance.

The business uses modern technology whilst retaining the personal touch to help make complex matters understandable.

With over 200 years combined experience in the Financial Services industry, the six Advisers have the expertise and knowledge to formulate and recommend the most suitable solutions for the differing needs and requirements of all clients.

Our main aims are:

Areas of advice
Investment planning

It is our role as an financial advisor to help you choose the right investments in order to help you meet your objectives.

Pension Planning

Pensions are financial tools whose purpose is the provision of money in old age.

Corporate Planning

Most small to medium sized firms are unprepared in some areas of financial planning with possibly disastrous consequences for the firm and its owners.

Tax planning

Some people pay too much tax, or miss out on opportunities to reduce their tax.

General Protection

It is essential that you have your position assessed, particularly if you have dependants.

Care Fees planning

We have qualified advisers who can offer advice on the funding of care fees

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