Parsonage Limited

Independent Financial Adviser 93 Queens Drive, Mossley Hill, Liverpool, L18 1JL
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
12th August 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Income tax
    • Group protection
Adviser unavailable
This adviser is currently out of office and not available for contact
Recommend to a friend
Meet our advisers
Malcolm Wallace
Director, IFA
What our clients say
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
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
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
Where to find us

93 Queens Drive, Mossley Hill, Liverpool, L18 1JL

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
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.

Adviser unavailable
This adviser is currently out of office and not available for contact
Recommend to a friend
Adviser unavailable
This adviser is currently out of office and not available for contact
Recommend to a friend

Similar advisers near you

Independent Financial Adviser 0.83 mi
Your first step towards being financially well organised, is one click away.
 
Independent Financial Adviser 1.12 mi
The art and science of financial planning
 
Independent Financial Adviser 1.95 mi
Total Independent Financial, Saving, Investment, Pension, Mortgage and Business Advice from People who Care call us on
 
Financial Adviser (Restricted Whole of Market) 2.12 mi
Whether its pensions, investments or life cover please contact me for a friendly chat.