Parsonage Limited

Independent Financial Adviser  93 Queens Drive, Liverpool, Merseyside, L18 1JL
First meeting at adviser's own cost
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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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Income tax
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Corporate pension
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
Response rating
9.5/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
Malcolm Wallace
Director, IFA

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 principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

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 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 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 qualification assesses a knowledge and understanding of the regulatory and practical implications of the Treating Customers Fairly initiative.

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

This examination assesses a knowledge and understanding of investment products and the risks involved.

What our clients say
We looked for a financial adviser for help with a mortgage and life insurance. Malcolm found a competitive mortgage offer and helped us organise life insurance/critical illness within an affordable range. Malcolm couldn't have done anything better, we have been very pleased with the service provided.
Rebecca Watton, Altrincham
I was looking for sound financial advice relating to my first mortgage. Malcolm helped me every step of the way, and I have used his services ever since. I have been using Malcolm for over 9 years, and is the first port of call when needing any financial advice. I;m really happy with the services I've received.
Andy Paxton, Wigan
Malcolm and his team are brilliant! We are both self employed so needed help when it came to finding the right mortgage lenders for us. After our first meeting his expert knowledge meant we left confident and very happy that we would have no problem securing a mortgage. The Parsonage team are great at answering any queries and keeping you updated on the progress of your application. We couldn’t have done it without them! Thank you Malcolm.
Rebecca Franics, Bury
Malcolm has been incredibly helpful in securing the best mortgage deal when remortgaging and has given us great advice. He has responded quickly and effectively to any queries or questions we have had and we have valued his help. Would definitely recommend Parsonage.
Lucy Rimmer, Stockport
Malcolm was extremely helpful and patient when describing my financial options. He Helped set up a couple of financial products I needed. Would definitely recommend him!
Lauren Christophorou, Altrincham
A superb and personal service. The team helped us find the best mortgage and life insurance deal. Always on hand to answer questions and help make life easier!
James Bradshaw, Chester
Great to have friendly and patient experts on hand to deal with my mortgage. Thanks for answering my questions and getting me a cheaper deal than I had before. Everything was quick and smooth. Highly recommend.
Matthew Patrick, Merseyside
Friendly,helpful,professional advice.Malcolm Wallace has ensured we have the best possible advice to suit our needs and is a true professional.
Julie Howells, SA11 2JF
Excellent, friendly advice on mortgages, life insurance, pensions... Malcolm is great. Highly recommend!
Mary Scott, Merseyside
Honest, friendly, professional and effective financial advice! What more could you want?
Jay Weir, Leeds
Unbiased advice and efficient service as always from Malcolm @ Parsonage. Highly recommended.
Shelia Parkes, Nottingham
Following a conversation with a friend, I was recommended to Malcolm and his company for financial advice. Malcolm discussed various options which might suit my needs. I am happy with the recommendation given and am now hoping that the financial returns materialise.
Jennifer Sheard, Oldham
I looked for a financial adviser as I was a first time buyer and Malcolm found the best deal available for me and advised on insurance too. Malcolm got me a great deal and when my initial fixed rate period was up, he got me another deal which reduced my monthly payments. I genuinely don't think Malcolm could have done anything better, I was extremely happy with the service he provided.
David Weldon, Merseyside
We looked for a financial adviser as we were moving house and needed to port our mortgage. Malcolm explained our options to us clearly, helped us work our the best one and arranged it on our behalf. We are really happy and he made the process so easy, which was welcomed because moving home is stressful enough. I don't think there is anything Malcolm could have done better. The communications were timely, clear, helpful and they did what we asked for.
Devina Naga, Urmston
I looked for a financial adviser, as it is a requirement to make better return on capital. There has been a significantly higher return on investments achieved to date.
Craig Torrie, Merseyside
I looked for a financial adviser to get the best returns of my pension portfolio. Malcolm gave advice on what to do with my pension. I have most definitely seen the outcome I was hoping for.
Alison Kelly, St. Helens
Over the last 5 years Malcolm has been responsible for researching and putting in place the right mortgage product. This included the new mortgage for the recent house move. The offers went to closed bids so Malcolm had to research mortgage products during his annual leave which was highly appreciated. Malcolm also advised on and put in place life and critical illness cover to match the mortgage products. Top financial adviser.
Rob Wilson, Liverpool
I'm not sure Malcolm could have done anything better. We were very happy with the service. I had several pension pots to draw and needed trustworthy unbiased advice. As always, Malcolm responded promptly with excellent advice.
Shelia Parkes, Nottingham
We were looking for help and advice on our first mortgage. Malcolm helped us secure a mortgage and has subsequently given pension advice, helped us secure a buy-to-let mortgage and transfer our original mortgage when the fixed term had finished.
Mary Barrow, England
We're really happy with the mortgage we've got, as much as we can be, paying a load of interest anyway! Malcolm was honest, friendly, professional and gave effective financial advice.
Jay Weir, Leeds
Parsonage were professional and I found that they work to a very high standard.
Anne-Marie Hatton, Manchester
I took early retirement and asked a number of colleagues and family to recommend someone I could trust on advice I needed to maximise returns on savings and also advice on how best to invest. Malcolm was the person recommended by a trusted family member. Malcolm helped by understanding our needs and our goals for the short term and in the longer term. Provided an excellent service that took and continues to take into account our needs and is trustworthy and approachable. Overall I am really satisfied with the service offered and have recommended to colleagues and friends.
Steve Gill, Cheshire
What were the circumstances that caused you to look for a Financial adviser? I wanted a good return on my investment rather than the poor returns via a bank account. How did Malcolm Wallace help you? With good friendly advice with out pressure selling. What is your current situation? Have you seen the outcome you were hoping for? Yes I am more than pleased with the way my investment is performing. What could they have done better? I couldn't fault Malcolm.
Dave Fanning, Liverpool
Malcolm was very careful in listening to what we were looking for, thorough with his explanation, searches and advice. We had also asked advice from another firm and was able to compare value for money and know Malcolm's options for us were good value. Nothing better for us. Evening appointment availability was outstanding. Other firms were not as able to fit in with the work hours we keep. The main thing i wonder about is whether better advertising might help your business.
Hoda Temple, Cheshire
By very clearly and patiently explaining the pros and cons of the options we had. Malcolm is very personable and down to earth also.
Barbara Harcombe, Liverpool
Malcolm helped us get a good mortgage deal and was extremely efficient in doing so. The service was fantastic. We ran into some difficulty with the conveyancing whilst purchasing our property and Malcolm and his team went over and above to help us complete our purchase.
Emily Hill, Liverpool
What were the circumstances that caused you to look for a Financial adviser? First Time House purchase. How did Malcolm Wallace help you? Helped to compare interest rates and find the most interesting rate - both for the mortgage and the insurance. Have you seen the outcome you were hoping for? Yes, all was taken care of in a timely and efficient manner, with very good customer service.
Alistair Buchanan, Mitcham
Malcolm understood what we required, listened to our ethical concerns regarding investment in some companies and came up with an investment plan that suited our needs. Malcolm couldn't of done anything better.
David Pink, Warwickshire
Malcolm found me the best mortgage and home insurance that I could afford.He explained everything detail and was always in reqular contact to ensure everything went smoothly. The products offered were well suited to my requirements and I was completely happy with all information provided. There is nothing I would recommend to be done better as I feel they are already providing the best service.
Tunde Adebanjo, Liverpool
What were the circumstances that caused you to look for a Financial adviser? Searching for the best mortgage. How did Malcolm Wallace help you?Offered us several good alternatives from which to pick the mortgage most tailored to what we needed. What is your current situation? Have you seen the outcome you were hoping for? Yes. What could they have done better? Nothing. Offered us all we needed.
Matt Crowther, West Yorkshire
What were the circumstances that caused you to look for a Financial adviser? Mortgage deal ending plus option of investing some funds. How did Malcolm Wallace help you? Advice on mortgage selection and application. Advice on financial investment and tailored approach. What is your current situation? Have you seen the outcome you were hoping for? Yes.
Dan Causley, Merseyside
We feel that Malcolm went above and beyond for us, we couldn't make any suggestions for a better service. Malcolm was extremely helpful and found us a number of great options for a mortgage and home insurance. He provided numerous permutations for us as we had different options for how much of a deposit we could supply. Throughout the whole experience Malcolm was highly professional, gentle and polite. The outcome of our experience with Malcolm was a truly great value mortgage on our property and also our home and contents insurance. We wouldn't have been able to find this without Malcolm's help.
Ally Crowther, West Yorkshire
He looked up all available options for me and discussed them in relation to my needs.
Jennifer, Merseyside
The service and manner that Malcolm conducted himself at our meetings was excellent. Updates of what was happening with the policy were regular and informative.
Gerald Smith, West Yorkshire
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.

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

I work a lot with people who are building wealth as their career progresses, particularly GPs and other people with NHS connections. I'm very familiar with the NHS pension scheme and benefits, so it is easy for me to give advice that fits in well with your benefits. That helps when I advise you about moving home or saving for the future around your NHS pension.

Our office is in Altrincham, I live in Liverpool, I work in Oxfordshire approx one day per week. Any of those locations are convenient for me.

Read more about me on Parsonage's website.

Where to find us
Head office address: 93 Queens Drive, Mossley Hill, Liverpool, L18 1JL
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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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
9.5/10
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FCA authorised
Last authorised 6th July 2020

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