Parkworth Wealth Planning

Independent Financial Adviser  26 Folders Lane, Burgess Hill, RH15 0DR
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FCA authorised
Last authorised 16th May 2022
The real skill in advising clients is to assist them to utilise their wealth and assets, to cease to do the things they DON'T want to do and discover what it is they DO want to do and with them create a sustainable plan.
We can advise you on
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Annuity purchase
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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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SIPPs
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Wealth management
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Ethical investments
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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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Socially responsible investments
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Traded endowment policies
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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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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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Long term care
Meet our advisers
Mr Matt Porter
About us

Financial Advice is beset by jargon, which only helps to bewilder clients at best and at worst make them wary.

We simplify the whole process by making you the centre of everything. Its much more important to understand what a client really wants to do in life, have a deep understanding of them as individuals as opposed to talking about products, which tend to get in the way.

We start with you at the centre and then construct cashflow modelling reports that explain to a you “your big picture” and from there, many if not all of the product questions fade away.
In other words, the really big question of what is your “best life” will supply you with all the answers to the questions you are currently asking yourself now. This in our opinion is the only way ensure a genuinely bespoke service.

Our services

My job is to create a clear and concise financial plan that will signpost you to how you can live the life you choose.

Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
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

26 Folders Lane, Burgess Hill, RH15 0DR

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