Julie Parks - Finance Planning Independent

Independent Financial Adviser Hurstwood Grange, Hurstwood Lane, West sussex, RH17 7QX
First meeting at adviser's own cost
Response rating
9.2 /10
FCA verified
19th August 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Mortgage protection
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
adviser-person
Julie Parks
Where to find us

Hurstwood Grange, Hurstwood Lane, West sussex, RH17 7QX

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Finance Planning Independent is a trading style of Finance Planning Wealth Management Ltd which is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority (FCA). The FCA is the independent regulator of financial services in the United Kingdom. TenetConnect Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.

Finance Planning Wealth Management Limited, registered in England and Wales, 09335256.

Registered office: Hurstwood Grange, Hurstwood Lane, Haywards Heath, West Sussex, RH17 7QX.

The value of investments and income from them can go down. You may not get back the original amount invested.

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.

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

Information is based on our current understanding of taxation legislation and regulations. Any levels and bases of and reliefs from taxation are subject to change.

Tax and Estate Planning are not regulated by the Financial Conduct Authority.

A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.

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