Parsonage Limited

Independent Financial Adviser Parsonage Ltd, 1-3 Dunham Road, Cheshire, Altrincham, WA14 4NX
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
12th November 2018
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
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group pensions
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Buy to let
    • Home reversion
    • Remortgage
    • Residential
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
Malcolm Wallace
Director, IFA
Flora Maudsley-Barton
MD, Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
Approaching retirement, I and my wife wanted to get our finances into order, so as best to fit our plans. Flora listened carefully and came up with solutions, backed with sensible advice. Only a crystal ball would have improved her advice!
Michael Hyman, Cheshire
Stewart and I were always happy with the way you helped us to manage our affairs. And how you were very patient with me, when i didn't always understand what was going on. But i have complete trust in you!
Trudy Dickson, Cheshire
Flora made it all very simple. So simple I wondered why I hadn't addressed my finances sooner. It still took me three visits before I felt certain and confident. In that time Flora was very patient and answered all my questions and concerns. She picked financial products which really suited me.
Cathy Dunlevy, Manchester
Very good communication between us together with very clear advice. Have built up a very good working relationship and trust her advice. All the policies that Flora set up for me have now matured. She was brilliant right to the end we had great communication. It was really quiet sad as It feels like I have lost a friend.
Howard Newton, Warrington
Flora makes solid sensible decisions with the client about investments and planning. Communicates some complex issues highly effectively. Particularly strong in understanding the personal plans of the client. Is trustworthy and hardworking on my behalf.
Jim Grant, Cheshire
Flora is very customer focused, easy to talk to and knows her stuff, she is also highly responsive and doesn't cut corners
Zoe Cohen, Cheshire
Flora takes the time to fully understand your circumstances, long and short term objectives, attitude to risk and so on. She has sound technical knowledge and communicates clearly. She has been very flexible and has bent over backwards to fit in meetings / requests for advice etc around our busy life.
Louise Hassall, Cheshire
Flora is prepared to go the extra mile for you, she is prepared to listen and help even if there is no business there for her.
John Coburn, Southport
Flora and I think alike which gives me confidence in her advice, takes my concerns into account and finds solutions to any queries i may have. I would be willing to give constructive suggestions but as of yet I have not had a reason to critizise my advisor
Roberta Scott, Buckinghamshire
Flora has spent time getting to know us, so she can recommend the right products for our needs. She is always available to give advice, whatever the query. Financial planning can be complicated and a little boring, Flora makes the process clear and enjoyable!
Lynne Farnell, Cheshire
Flora takes time and care to explain financial complexities in plain English. She always ensures that we understand and have enough information to be able to make a decision about our finances. She has worked with us for a number of years. We had a plan to retire early but comfortably and we have achieved the goal we never thought possible. For us there is nothing we could say that would improve the service we have received from Flora.
Gill Hunter, Cheshire
A very positive and professional approach delivered in a friendly and easy to understand manner.
Mike, Cheshire
Every job is approached in a professional but approachable fashion. The staff are friendly and explain everything, adjusted to each client.
Anonymous, -
Very good communication between us together with very clear advice. Have built up a very good working relationship and trust her advice
Howard Newton, Warrington
Flora is very personal and approachable to the likes of a novice like myself. What could they have done better? From my experience, nothing. I am very happy with the service l recieve. I am kept upto date with regard to my investvestments. Flora is always at the end of a phone or e-mail to give me help and advice.
Gwyn Draycott, Cheshire
Where to find us

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

Contact us
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Compliance

Registered Address: 1 Dunham Road, Altrincham, WA14 4NX
Copyright © Parsonage limited.
All rights reserved. FCA Ref: 495275 Data Protection Licence: Z1645772
Parsonage Limited is registered in England and Wales no. 7563763.
Parsonage Limited is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority.
The Financial Conduct Authority does not regulate tax advice, trusts, conveyancing, will writing and commercial mortgages.
The guidance and/or advice contained in this profile is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Similar advisers near you

Independent Financial Adviser 0.08 mi
A reassuringly uncomplicated and professionally tailored approach to your financial requirements. Our philosophy is to grow and preserve your wealth.
 
Independent Financial Adviser 0.09 mi
Specialist financial planning and independent financial advice for SME owners, senior executives, partners in professional firms and high net-worth individuals.
 
Independent Financial Adviser 0.09 mi
Specialist, independent financial advice, for people divorcing or separating. We’ll remove the financial stress, so you can rebuild your life.
 
Independent Financial Adviser 0.19 mi
ClearPlan provides tailored Independent Chartered Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.