Parsonage Limited

Independent Financial Adviser  93 Queens Drive, Liverpool, L18 1JL
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FCA authorised
Last authorised 22nd February 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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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
Meet our advisers
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. 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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

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

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