Julie Parks - Finance Planning Independent

Independent Financial Adviser  Hurstwood Grange, Haywards heath, West sussex, RH17 7QX
First meeting at adviser's own cost
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
7.8/10
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FCA authorised
Last authorised 3rd August 2020
Meet our advisers
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
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    Online (Live chat, video, email)
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    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.

Response rating
7.8/10
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FCA authorised
Last authorised 3rd August 2020

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