What We Do - Parkway Financial Services

Investing For The Future

Investing can seem to some like a scary proposition, here at Parkway we try to make the process as uncomplicated as possible by giving you step by step guides and information on how, where and why the money will be invested where it is.

The key word for this process, is transparency, and that’s exactly what we provide to our clients when investing with us.

“The value of pensions and investments and the income they produce can down as well as up and you may not get back the full amount that you originally invested.”

Planning For Retirement

Planning for later in life can seem like a scary and daunting task. But here at Parkway, with our experience and knowledge, we can assess your circumstances and recommend a plan that we believe will suit your needs.

Set yourself and your family up with a plan you can trust so when it is time to enjoy your golden years, you are financially ready for them.

*The value of pensions and investments and the income they produce can go down as well as up and you may not get back the full amount that you originally invested.

Protecting Wealth

If you have money, we know that you want to protect it the best you can, while making it last as long as possible. We construct portfolios based on your capacity for financial loss and willingness to take financial risk and we establish whether you require capital growth, income or a combination of both while still trying to hold on to the wealth you already have.

“The value of pensions and investments and the income they produce can go down as well as up and you may not get back the full amount that you originally invested.”

Life Assurance

In the event of death, how would your family be able to cope without you and your income coming in, where would your survivors be left financially, particularly any children?

When considering the solutions and the options available to you, there are numerous options to choose from, but the range of different insurances can appear bewildering. Allow us to guide you through the myriad options, in order to ensure that the correct solution is selected.

Reduce Inheritance tax liability

The last thing you want to be doing when dealing with the death of the ones you love, is worrying about how much tax you’re going to have to pay for the things that, rightfully and through their will, belong to you.

Here at Parkway, we will help you through the process the best we can and help you through this difficult period while maintaining the professionalism needed for the case.

*The Financial Conduct Authority does not regulate Inheritance Tax Planning.

Equity Release

Equity release is aimed at homeowners aged 55 and over. It allows you to take some of the value of your home as cash. The amount you can release is based on your age and the value of your home. The cash released is tax-free.

“Equity release is a lifetime mortgage or home reversion plan. To understand the features and the risks, ask for a personalised illustration.”

Mortgage Advice and Protection

The world of mortgages can be full of many questions, such as, how much can I afford each month? What is my maximum budget? And how does the process of a mortgage actually work for me?

At Parkway we take time to explain each stage of the process and you are fully informed throughout

*Your property may be repossessed if you do not keep up repayments on your mortgage.

*If you are upsizing and need to extend your borrowing, that will need to be agreed. It could raise your loan-to-value ratio and results in an increased interest rate.

Pensions

We know you’ve worked hard for your pension, and for the fund that you have in it today. Whether your choosing to retire or are years away from retirement, but want to make sure you’re comfortable when you do arrive at that day, we have you covered.

“Retirement should not be suffered, but instead enjoyed, we help you enjoy it by extending every penny you can.”

*The value of pensions and investment and the income they produce can go down as well as up and you may not get back the full amount you originally invested.

Parkway Financial Services Ltd. is an appointed representative of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.

Registered in England and Wales. Registered office is Office 9 Thursby House, 1 Thursby Road, Croft Business Park, Bromborough. Wirral. CH62 3PW. Registered Number 12353032.

Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at http://www.financial-ombudsman.org.uk

Information contained in this website is based on UK legislation and regulation and is targeted at consumers based in the UK.

We do not use cookies on this website.

Thursby House, 1 Thursby Road, Croft Retail Park, Bromborough CH62 3PW.

Email: Gail@parkwayfinancialservices.co.uk