PARKER KELLY FINANCIAL SERVICES - Key Persons
Job Titles:
- Advisor
- Associate Director
Andrew joined Parker Kelly in September 2009 after a successful time at DSG financial planning ltd. Andrew has over 20 years' experience in the financial services industry.
Andrew specialises in protection, investment and retirement planning for both individuals and businesses. Andrew is methodical and ensures his clients understand his advice and recommendations and how they fit in with their circumstances and objectives.
Andrew joined Parker Kelly in 2016 to work alongside his dad Paul and brother John, after a 15-year career in banking and insurance. Andrew is a fully qualified adviser and specialises in Investment and Retirement planning.
Andrew focuses on providing a holistic approach to financial services and assists clients by providing tailored solutions that fit their personal circumstances and objectives. Andrew thrives on ensuring clients achieve their objectives and have financial well-being, which he achieves by working closely with clients to understand their circumstances. Andrew is also experienced in helping self-employed professionals and business owners establish and successfully manage an investment or pension portfolio.
John joined Parker Kelly in April 2004 as a trainee mortgage adviser and has gone on to become fully qualified in Mortgages, Equity Release, Protection and Long Term Care advice and has completed his Diploma in Financial Planning.
John specialises in advising on Mortgages, Protection and Equity Release as well as Pensions and Investment Planning.
John is committed to ensuring the help and advice that he gives to clients covers all areas, making him an ‘under one roof adviser'. He is known for his friendly personality and unpressured and professional attitude.