Parklands Financial Advisers Ltd

Independent Financial Adviser  52 Pinbush Road, Lowestoft, NR33 7NQ
First meeting at adviser's own cost
We provide a holistic approach to your financial planning needs, whilst giving you a professional service with a very human touch.
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
SIPPs
check
Stakeholder
check
Equity release
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible 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
Critical illness
check
Income protection insurance
check
Large business
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
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
Response rating
7.0/10
check
FCA authorised
Last authorised 22nd February 2021
Meet our advisers
Mr Thomas Yallop
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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

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 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.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

Accreditations
ISO 22222- Personal Financial Planning
Mr Paul Yallop
Managing Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
ISO 22222- Personal Financial Planning
Mr Donovan Goodman
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
ISO 22222- Personal Financial Planning
Mr James Turner
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
ISO 22222- Personal Financial Planning
What our clients say
I recently sought advise from Parklands Financial Advisers regarding various matters and I can highly recommend them. I dealt with Tom Yallop and he was extremely efficient and courteous, explaining how the on-line process worked as it was not possible to meet personally due to the current situation we are all in. Tom was patient and took his time to explain what I needed to do in easy to understand terms and everything was processed very quickly.
EH, Norfolk
I recently sought some advice of Parklands Financial Advisors regarding my current pension arrangements. I was offered sound and sensible advice with regards to what to do with my private and company pensions I was provided with a thorough financial report regarding my personal circumstances which helped me make my decision, this also provided me with a forecast retirement date, to allow me to plan for the future. I have also used Parklands to remortgage which again was smooth and effortlessly simple. I have complete trust in Parklands Financial Advisors, to help me navigate towards retirement with the sound and impartial advice, whenever I need it.
GD, Beccles
I found the online risk assessment very easy to use. I am more than pleased with the way Parklands has managed my pension, and to have doubled its value (when I have made no contributions), I find remarkable!
Mr B, Halesworth
Parklands have looked after our finances for a number of years and Paul can’t be faulted. His knowledge of pension and investments is second to none. He is always up to speed with changes and goes above and beyond to ensure we get the best service possible. We have no hesitation in recommending him or his company to our friends and family.
Mr & Mrs W, Kings Lynn
Everything explained in detail. Completely hassle free from start to finish. Great service all round.
JA, Suffolk
Paul and his team are very knowledgeable and really helped me with my investment and personal pension! Would highly recommend them.
CH, Lowestoft
About us

Parklands Financial Advisers Ltd is an independent whole of market financial advice firm directly authorised by the Financial Conduct Authority. Founded in 2001 and with over 50 years of combined experience we know that our clients are looking for sound, practical advice in a language that’s easy to understand. They trust us and know we’re here when they need our help and advice.

Our services

We provide whole of market advice on all areas of financial planning. Our aim is to build long and lasting relationships with our customers, to be someone you can rely upon and turn to when you need us. We're here for the journey, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Where to find us
Head office address: 52 Pinbush Road, Lowestoft, NR33 7NQ
Service coverage
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
Response rating
7.0/10
check
FCA authorised
Last authorised 22nd February 2021

Similar advisers near you

Independent Financial Adviser 4.9 mi
We are Chartered Financial Planners, providing a professional, comprehensive service, with competetive charges.
 
Independent Financial Adviser 5.54 mi
Put us to the test, we are confident we can make a real difference to your finances.
 
Independent Financial Adviser 10.83 mi
Providing Independent Financial Advice for over 25 years
 
Independent Financial Adviser 11.19 mi
We make sure we take the time to understand your needs, goals and preferences before we make any recommendations