1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. West Sussex
  8. breadcrumb-arrow
  9. Haywards Heath
  10. breadcrumb-arrow
  11. Julie Parks - Finance Planning Independent

Julie Parks - Finance Planning Independent

Independent Financial Adviser  Hurstwood Grange, West sussex, RH17 7QX
First meeting at adviser's own cost
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
check
FCA authorised
Last authorised 25th October 2021
Meet our advisers
MRS Julie Parks
About us

I aim to build strong on-going relationships with my clients and to provide a range of services over a long period of time. I have a strong foundation in the financial services industry having spent 35 years working in the industry. My aim is to understand your requirements and build long term relationships with you to help you reach your goals and objectives.

Our services

I am an independent adviser who specialises in pension transfers. I listen to you and advise you on the best way forward for your situation whatever area of your finances you need help with. I have many many years of experience and this helps me to help you in the best possible way.

By transferring your occupational pension scheme benefits into a personal pension arrangement, you may be giving up guaranteed benefits, known levels of pension income and increases that will be applied in the future.

A mortgage is a loan secured against your home of property. Your home or property may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.

Where to find us
Head office address: Hurstwood Grange, Hurstwood Lane, West sussex, RH17 7QX
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Tax treatment is based on individual circumstances and may be subject to change in the future.

Mortgage deals may not be available and lending is subject to individual circumstances and status.

A pension is a long term investment and the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

The Financial Conduct Authority does not regulate tax & trust planning, certain employee benefits (i.e. auto-enrolment), National Savings & Investments, commercial mortgages, most forms of buy to let mortgage and legal services.

Finance Planning Independent is a trading style of Finance Planning Wealth Management Ltd, which is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority.

Finance Planning Wealth Management Ltd is registered in England and Wales under registration number: .0933.5256. Registered office: Hurstwood Grange, Hurstwood Lane, Haywards Heath, West Sussex, RH17 7QX.

Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
check
FCA authorised
Last authorised 25th October 2021

Similar advisers near you

Resolve Financial Solutions
Independent Financial Adviser 0.46 mi
Our aim is simple, yet incredibly effective: helping you to gain your financial wellbeing. We want to help you reconnect with your finances whilst providing the best possible customer service and making clients feel proud that they are making a difference. We are here to demystify finances: no suits, no jargon, no corporate-speak, no hard sell, no hidden fees. As a client you should feel listened to, respected, understood and above all sleep well at night having the confidence that your money is in the right place.
 
See profile
IEP Financial Ltd
Independent Financial Adviser 0.59 mi
We are Independent Financial Advisers operating across the South East providing advice to individuals and businesses tailored to their needs.
 
See profile
Plain Speaking Financial Planning Ltd
Independent Financial Adviser 0.81 mi
My job is to help you use your wealth to stop doing the things that you don’t want to and start doing the things that you do!
 
See profile
Foundation Financial Planning
Independent Financial Adviser 0.83 mi
Independent Financial Advisers. Investment, tax, trust and retirement options focus. Chartered Adviser, our business is tapped into investment markets. A truly local firm practicing in Haywards Heath for 24 year serving local and London based clients.
 
See profile