About Us
Parker Castle (Financial Management) Ltd is directly authorised by the Financial Services Authority to provide advice on investments, pensions and life assurance. The business has been built up over the years by offering quality, impartial advice and service, using modern technology but retaining the personal touch to help make complex matters understandable. In 2003 the business expanded further by acquiring the businesses of T K Jones (Chelmsford) and Allan Chapman & James Financial Services Ltd (Colchester) necessitating the move to larger offices in Coggeshall.
Services
Parker Castle (Financial Management) Ltd has a tried and tested structure of specialist departments, designed to complement each other. It is always our aim to utilise these areas of expertise, available within the company, to provide the best advice possible. The practice has specialists in investment, taxation and inheritance tax planning. Quality research, compliance and technical expertise provide a firm foundation for building ongoing and lasting relationships with our clients.
Investments and Savings
· Lump sum and/or regular saving for growth and/or income and tax efficiency
· Investment strategy reviews
Pensions and Retirement
· Individual retirement planning before and after retirement
· Company pension schemes
· Employers ‘Stakeholder’ pension responsibilities
Life Assurance and Protection
· For individuals and businesses – including employee benefit packages
· To cover illness, injury, income protection, serious medical conditions and death
Mortgages
· For residential, commercial and investment – including ‘buy to let’ – property
· ‘Equity release’
Click on the ‘Research’ heading above for further, general information.
Specialist Advice
· Inheritance Tax Planning
· Trustee Investment
· ‘Long Term Care’ Planning – such as residential care fee funding for the elderly
· Occupational Pension Transfer Analysis
Parker Castle - Listening - Understanding - Informing - Solving
Statement
Parker Castle believe that working with a client’s other professional advisers such as accountants and solicitors is the best way to ensure a client's complex affairs are dealt with in the correct manner. The company prides itself on its straightforward approach to client’s needs. Finally, our aim is to understand a client’s requirements, provide them with easily understood information and yet detailed enough to enable the client to make informed choices.
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daily quote:
“ Reliable friends who do what they say are like cool drinks in sweltering heat - refreshing! (The book of Proverbs) ”