Parker Kelly Financial Services

From all of us at Parker Kelly Financial Services, we wish you a very Merry Christmas and a happy, prosperous New Year!

Thank you for being part of our community, your support means the world to us, and we can’t wait to continue working with you in 2026.

🎄 Christmas Closure:
Our office will be closed from 4pm on Tuesday 23rd December 2025 and will reopen at 9am on Monday 5th January 2026.

We hope you have a wonderful festive break filled with joy, rest, and celebration. See you in the New Year!

🎄Our offices will be closed for Christmas from 4pm today until 9am on Thursday 2nd January 2025🎄

We wish you all a very Merry Christmas and a happy and prosperous New Year! 🎁🥂

This Christmas, as you deck the halls and stuff your stockings, why not also stuff your financial future with a little extra cheer? Our latest article will give you top tips to set yourself up for a prosperous 2025 and beyond.

Read more here:
https://parkerkelly.co.uk/merry-christmas-from-parker-kelly/

Wondering how the latest budget changes might impact your retirement and estate planning? With updates to tax thresholds and pension rules, it's essential to adapt your financial strategy for the long term. Our latest blog dives into practical steps to ensure stability and peace of mind amid these shifts. Take control of your future with informed decisions and expert guidance.

👉 Read more here: https://parkerkelly.co.uk/navigating-changes-to-retirement-and-estate-planning-post-uk-budget/

Has your financial adviser been acquired by a wealth management firm? Our latest blog post tells you the key steps you need to take.

https://parkerkelly.co.uk/what-to-do-if-your-financial-adviser-is-acquired-by-wealth-management-firm/

Parker Kelly 2024 | Top Financial Services in Liverpool Parker Kelly financial services in Liverpool are specialists in their field, therefore you can be sure to receive top-quality financial advice.

On Friday Andrew and John had the privilege of presenting the Marie Curie Centre with a cheque for over £7000 which was raised during our charity golf day this summer.

We are honoured to support this remarkable charity in memory of Ian Parker.

We're thrilled to receive this fantastic 5 star Trustpilot review for the service provided by Kate in our West Kirby office!

🚨 Update! Our phones are working again now. Thank you for your patience. 🚨

We are having work done to update our phone system tomorrow morning from 9am and will be unable to take calls during this time.

Please contact us via email at [email protected] or send us a message here on Facebook if you need to contact us tomorrow morning. We appreciate your understanding and apologise for any inconvenience.

We had a very exciting visit from Arlo today. He had some im-paw-tant business to discuss and we’re considering hiring him as our new Chief Happiness Officer!

As the new Labour government prepares for its first Autumn Budget on 30th October 2024, anticipation is growing regarding potential changes to pensions and inheritance tax. The fires have been stoked with the Prime Minister’s recent speech confirming the budget will be painful. In our latest blog post we look at how things could change.

Read the full article here: https://parkerkelly.co.uk/what-changes-could-the-new-labour-government-make-to-pensions-and-inheritance-tax/