About Our firm

Parker Sage Independent Financial Advisers are directly regulated by the Financial Services Authority (FSA) with offices in London and Peterborough.We provide specialist financial planning solutions to companies and individuals.

All our consultants have more than 10 years experience within the financial services industry and we strongly believe in being able to provide advice face to face in easy to understand terms. Our company ethos is that we use our vast knowledge and expertise of the financial services market to provide advice and guidance using terminology that our clients can understand and relate to.

What do we offer?

For Companies

In most companies the employees are the most important asset and often one of the biggest expenditures. At Parker Sage we recognise that there are many areas of your business that you need to focus on, that relate to generating profits within your business.

Dealing with areas such as pensions, group life insurances, medical cover, flexible benefits, income protection etc whilst important areas for your business can be perceived as time consuming, costly and a distraction from running the business.

At Parker Sage the initial consultation is free and tailored to the specific areas you wish to review.

When did you last review your company pension, Death-in-Service policy, private medical cover etc? If the answer is more than 12 months ago for any of these areas we would strongly recommend you ask us to review the priority area(s) on your behalf.

So contact us and one of our consultants will visit your company at no obligation to yourselves.

For Individuals

We offer a full Financial Planning service, encompassing a review of both your existing position, and your future objectives. This will involve an Independent, Whole Of Market analysis, followed by a full written report, ensuring that the most appropriate solutions are found.

Our areas of expertise include:

• Review of Existing Investments
• Inheritance Tax Planning
• Retirement Planning
• Portfolio Construction
• Family Protection & Income Protection Needs
• Long Term Care Planning
• School & University Fees Planning

If you are happy with the recommendations made, we will complete with you the necessary documentation, and implement the recommendations on your behalf.

It is vital that plans put in place now are reviewed regularly to ensure that they continue to meet your changing needs into the future , and at your request we would expect to carry out a review of the recommendations made on a regular basis.

As Independent Financial Consultants we are free to recommend from the vast array of products available in the whole market place. Products are assessed against a number of quality criteria including: Financial Strength of the Product Provider, a history of good past investment performance coupled with strong investment management and excellent service standards. The initial meeting is free and without obligation.

How we get paid

Our initial meeting with clients is without charge or obligation. This meeting is to enable us to understand your current situation, objectives and priorities and for you to feel comfortable in dealing with us. At the end of this meeting we will agree timescales for reporting back to you, it is also at this stage that we can agree our means of remuneration. Parker Sage Independent Financial Advisers Ltd are able to offer all the forms of remuneration in the market place. This means that we can work on a fee basis, a commission basis or a combination of the two. If you are unsure as to the best way to proceed we will discuss this with you, to ensure that you proceed on the most appropriate basis.