Parsonage Financial Planning

Parsonage Financial Planning Independent Financial Planning in the North West of England We put you and your objectives at the centre of the planning process.

We don’t impose any minimum contract terms on our customers, we simply rely on our service

More than half of homeowners don’t have enough life insurance to protect them - click the link for more information 👇
29/08/2024

More than half of homeowners don’t have enough life insurance to protect them - click the link for more information 👇

More than half of homeowners don’t have an adequate amount of life insurance cover in place should the worst happen. A shortfall could leave your family vulnerable and may mean they can’t keep up with mortgage repayments.

Click the link to read our latest blog 🖱
22/08/2024

Click the link to read our latest blog 🖱

More than three-quarters of people over the age of 55 have withdrawn some money from their pension before they retire. While it could afford you more flexibility now, it might also mean you miss out on long-term investment returns. Find out how accessing your pension early could affect your retireme

Our latest blog is here 👇
15/08/2024

Our latest blog is here 👇

A chance to take a glimpse into the future could help you make better financial decisions that support your long-term goals. The good news is you don’t need a DeLorean to “time travel”; a financial plan could help you see the potential outcome of your decisions too.

Guide: How an Olympic mindset could help you manage your finances effectivelyClick the link for more 👇
08/08/2024

Guide: How an Olympic mindset could help you manage your finances effectively

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Thousands of athletes are descending on Paris for the 2024 Olympics this summer. It’s not just natural talent and a dedication to training that’s helped them reach this incredible goal, but their mindset too. Discover some of the powerful Olympic lessons you could apply to managing your finances...

Our latest blog is here - click the link below 👇
24/07/2024

Our latest blog is here - click the link below 👇

As the Personal Allowance is frozen, more retirees are finding they’re liable for Income Tax. If you’re retired, there could be some practical steps you may take to reduce your tax bill.

Guide: How to find purpose and get the most out of your retirementClick the link for more information 🖱
17/07/2024

Guide: How to find purpose and get the most out of your retirement

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Getting the most out of your retirement is about more than organising your finances. Finding your purpose and considering what makes you happy could help you enjoy the next chapter of your life. Discover some of the steps you can take to embrace retirement.

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10/07/2024

Click the link below for more information:

Charities often depend on donations, including gifts that are left to them in wills. A charitable legacy not only gives you a chance to support a good cause, but it could be useful for Inheritance Tax purposes too. Discover why you might want to consider including charitable giving in your estate pl

Take a look at our latest blog: 👀
03/07/2024

Take a look at our latest blog: 👀

Research has found that inflation continues to be the biggest concern in households around the world. While inflation is falling, you might worry about how a period of costs rapidly rising in the future could affect your long-term finances. Read how a financial plan could help you prepare.

Take a look at our latest guide:
28/06/2024

Take a look at our latest guide:

Reviewing mortgage options can be overwhelming, whether you’re a first-time buyer or are expanding your property portfolio. This handy guide covers the essentials you need to know when you’re comparing different deals to help you find the one that’s right for you.

Take a look at our latest blog 👀
12/06/2024

Take a look at our latest blog 👀

Critical illness cover could provide an essential safety net if you’re diagnosed with a serious condition. However, a survey suggests many people don’t understand how it works and why it could be valuable. If you want to improve your financial resilience, read about why critical illness cover mi...

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05/06/2024

Click the link for more information 👇

Consolidating your pensions could make your retirement savings easier to manage. Learn about the other potential benefits, and some key considerations, in this article.

Our latest blog is live!
29/05/2024

Our latest blog is live!

Financial planning could add value to your life. This month, read about how it could help you grow your wealth to take a step closer to your life goals.

Address

1 Dunham Road
Altrincham
WA144NX

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441619282706

Website

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