What do we offer for individuals?

We offer a full Financial Planning service which encompasses a review of your existing position and future objectives and that puts you and your family’s needs at the heart of our advice. This will involve an independent, whole of market analysis, followed by a full written report ensuring that the most appropriate solutions are found. We understand that each client is different, and that one size does not fit all.

At Parker Sage, we pride ourselves in offering unbiased independent financial advice to individuals. As a company we are extremely proud that over eighty per cent of our business is generated through referrals from existing clients and other professionals; please see our testimonials page for comments supplied by a number of satisfied customers.

We are happy to meet clients at any of our three London based offices, our Administration Centre in Peterborough, at their place of work, or in the comfort of their own home. All of our initial meetings are free of cost to ensure we can discuss your needs in detail and to maximise the value we can deliver.

The services we provide include:

• Wealth Management
• Review of Existing Pensions
• Review of Existing Investments – Ensuring you minimise the risk whilst maximising the return
• Retirement Planning
• Family Protection & Income Protection Needs
• Cashflow Planning
• Tax Planning
• Long Term Care Planning
• School & University Fees Planning

Please contact one of our friendly team at the office of your choice below or complete the attached enquiry form and we’ll be pleased to help you.