Parsonage Limited

Independent Financial Adviser  Parsonage Ltd, Cheshire, Altrincham, WA14 4NX
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FCA authorised
Last authorised 14th June 2021
We're a friendly team, we understand what's important to you. Read our reviews, get in touch, we'll call within 24hours.
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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Buy my next home
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Buy to let
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Next home / Remortgaging
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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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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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Income protection insurance
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Life insurance
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Payment protection insurance
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Corporate pension
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Group Pension/Stakeholder
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Group critical illness
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Group income protection
Meet our advisers
MRS Flora Maudsley-Barton
MD, Chartered Financial Planner
MR Malcolm Wallace
Director, IFA
About us

Thank you for looking at our profile, see our reviews for more about how we work, and here’s a bit more about us:

***We are taking a break over Christmas so please get in touch by email and we'll pick it up in January or phone the office on 28th, 29th and 30th if you would like to speak to someone directly. Merry Christmas!***

When Malcolm isn’t working he’d like to be playing/watching cricket but these days, he’s more likely to be taking part in a toddler’s tea party, drinking imaginary tea.

I’m Flora and I can’t remember what my hobbies were before I had two kids; going to gigs? city breaks? Reading? These days, it’s easier to copy their hobbies; lego, walking up waterfalls, kayaking and climbing. I guess I’m healthier thanks to them, anyway!

We love being a small firm because we love working closely with a small number of customers. It wouldn’t be fair to our current customers to engage too many more, so our minimum advice value is quite high.

We are happy to help with other transactions on a one-off basis, although you might find that you need to contact us directly about those.

Our services

We ask you what you want and we help you get there. That is really what we do best. Here is how we do it.
Flora will help best if you need to plan for Inheritance Tax, need an income from your pension or your investments.
Ask for Malcolm if you need to build your wealth or if you're moving home.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Parsonage Ltd, 1-3 Dunham Road, Cheshire, Altrincham, WA14 4NX

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