Parkway Financial Planning

Who we are

Parkway Chartered Financial Planners is a team of independent financial advisors based in Leeds and Barnard Castle. We empower individuals, companies, and trustees to navigate the complexities of financial planning with clarity and confidence. Founded in 2011, we have grown organically through a commitment to exceptional client service and bespoke solutions.

Our approach

Our holistic approach to financial planning begins with a thorough understanding of your individual circumstances, goals, and aspirations. We utilize a transparent, fee-driven structure and invest in cutting-edge independent research software to deliver tailored solutions. Our team of highly qualified advisors has extensive experience in all aspects of financial planning, covering:

• Pensions & Retirement Planning: Optimizing your pension contributions, exploring state benefits, and planning for a comfortable retirement.
• Investment Planning: Developing a robust portfolio tailored to your risk tolerance, financial goals, and market conditions.
• Protection Planning: Evaluating your life and health insurance needs to secure your financial future.
• Inheritance & Estate Planning: Creating robust estate plans to ensure your assets are protected and distributed according to your wishes.
• Tax Planning & Administration: Minimizing your tax burden, simplifying compliance procedures, and maximizing your wealth potential.

What sets us apart

• Independence: Unlike many corporate financial advisors, we are not beholden to any specific companies or products. This ensures objectivity and allows us to always put your needs first.
• Accessibility: We prioritize open communication and maintain constant contact with our clients through regular meetings, phone calls, and emails.
• Holistic planning: We take a comprehensive approach to financial planning, addressing all aspects of your financial life for a truly holistic financial strategy.

Our values

At Parkway Chartered Financial Planners, we believe in:

• Integrity & Transparency: We maintain the highest ethical standards and disclose all fees and charges upfront.
• Client-focused advice: We prioritize understanding your individual needs and goals to provide tailored solutions.
• Empowerment & Education: We believe in empowering our clients through clear explanations and ongoing communication.
• Long-term relationships: We build lasting partnerships with our clients by providing ongoing support and reviewing your financial plan regularly to ensure it remains aligned with your changing needs.