Park Financial Limited

Independent Financial Adviser  1 Approach Road, London, SW20 8BA
First meeting at adviser's own cost
We specialise in the pension and equity release areas and also offer the option of a performance based ongoing service.
We can advise you on
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Pension consolidation
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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Buy my next home
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Equity release
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Wealth management
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ISA / Unit Trusts / OEICs
Response rating
7.0/10
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FCA authorised
Last authorised 22nd February 2021
Meet our advisers
MR David O'Shea

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

About us

Park Financial was established in July 2006.

The company is owned and run by David O'Shea and Ivor Harper. We value our independent status, this means we have no ties with any pension, investment or insurance companies, the only interests we serve are yours.

We are highly qualified and experienced combined with a friendly and professional approach.

Our services

We specialise in all things pension related and equity release. We also offer the option of a pure, performance based, on-going service which aims to improve your pension/investment returns - if we don’t make a difference you don’t pay us.

We see our role as being to guide you to make the decisions you would make for yourself if you knew everything we know about finance - and then to make sure you understand what you did and why.

We hope this will provide you with opportunities, reduce your worries and give you choices about how you live your life.

Where to find us
Head office address: 1 Approach Road, London, SW20 8BA
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 22nd February 2021

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