Financial planning with added value
We know more than anyone that financial planning can be mind boggling for many people. There's the headache of trying to find a financial services organisation you can trust in, which products are best for you and then keeping on top of your products amongst that minefield of paperwork that fills most homes.
The result is often confusion and even missed opportunities.
Parkhouse does not operate a 'hit and run' sales methodology. We build relationships with our clients, for life, so that when they're circumstances change - as they inevitably, always do - it's us they turn to.
There's no need for starting afresh, because we really know our clients and they really know and trust us.
Going for Gold
Because we value our clients and want to make financial planning a pleasurable experience, we've gone one step further by creating a Gold Standard membership scheme that is totally unique to us. Here's the benefits:
- Access to clients-only areas of the site
- Personal Account profile which gives you an instant at-a-glance portfolio of all the products you have in place, monthly premiums and renewal dates.
- Budget Calculator the chance to keep on top of your finances.
- Up to the minute financial information - be the first to know about new financial products
- Lifetime discount on broker fees for our Gold Card members