Trusted financial advice for life’s big decisions
Welcome to Parker Financial Advice, we are independent financial advisors (IFA) who specialise in pensions and investments. We’re here to give you the confidence to create the financial future you want, and to have a positive impact on people and the planet.
Who We Are
Welcome to Parker Financial Advice, your go-to independent financial advisers based in Cheltenham.
We are passionate about helping you feel confident in every aspect of your finances — from planning the retirement you want, to making the most of your wealth today, to leaving a meaningful legacy tomorrow. Whatever stage of life you’re at, we’ll help you put the right plan in place.
We provide independent, whole-of-market advice. That means we work for you, not for any provider, giving you access to the best options available across the entire marketplace.
Your objectives
Financial security begins with clear goals. We’ll help you define them, understand your options, and put the right plan in place to reach them.
Planning your Retirement | LEARN More →
Building & Managing Your Wealth | LEARN more →
Supporting your Business & Employees | LEARN more →
Reducing Your Tax Bill | LEARN more →
Planning Your Legacy | LEARN more →
Who we help
People planning their retirement
We help you prepare for the lifestyle you want after work, whether retirement is ten years away or just around the corner.
People seeking pensions advice
We help you understand the true value of your pensions and show you what changes could improve your returns for retirement.
People concerned about Inheritance Tax (IHT)
We help you use the available allowances and strategies to reduce IHT, so more of your assets stay with your family.
People growing and safeguarding their wealth
We help you build, protect, and manage your investments so you can enjoy life today while feeling confident about the future.
Business owners
We help you manage both personal and business finances effectively, with tailored strategies for growing your wealth and taking money out of your business tax-efficiently.
Meet the team
John Parker
Independent Financial Advisor
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I am an independent financial advisor, who has been in the financial sector for twenty years. I’ve worked in all areas of financial advice, but am most passionate about helping people get the retirement they deserve by helping them maximise their investments and carefully planning for their desired retirement. Alongside my primary role as a financial adviser at Parker Financial Advice, I have been a director of leading financial services technology companies for over 6 years, specialising in taking complex pensions and financial advice problems and making them accessible.
Ben Parker
Independent Financial Advisor
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I am honoured to have received the Certificate of Excellence from VouchedFor in 2023. With a background in the energy industry, where I spent 20 years managing large corporate contracts, I bring a wealth of life experience to my role as an independent financial adviser. I use this experience to provide expert, honest, and fully audited financial advice to my clients. My extensive background enables me to develop successful and professional relationships whilst helping individuals build robust and valuable financial plans at Parker Financial Advice.
Rob Parker
Sustainable Investment Lead
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As an economics professional, I am passionate about using data and insight to influence policy and tackle social issues. I have worked for over seven years in the charitable and social impact sector at director level, specialising in the ethical use of data and sustainable investment. This work has enabled me to develop a deep understanding of sustainability and ethical investment issues, and to build on knowledge gained during studies for my MSc in Economics.
Nitu Mehra
Chartered Financial Planner
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Nitu provides us with our outsourced paraplanning and compliance support. She specialises in supporting financial advisers with technical report writing, financial analysis, investment research and compliance support ensuring that all regulatory requirements are met and records are meticulously maintained. Having achieved Chartered status, one of the highest levels of qualifications in the industry, Nitu brings a wealth of technical knowledge to PFA.
Let our financial advisors help you get started
Getting to know one another in a free, no-obligation consultation is the first step.
The meeting is to discuss how financial advice can help you to achieve your future goals. At Parker Financial Advice, we believe in one-to-one, face-to-face advice wherever possible, so you can talk in confidence, ask questions, and decide if you are a good fit. This can be virtually and/or in person to suit your needs.
Your financial adviser will have regular face-to-face or virtual conversations with you to review your financial goals and ensure you are on track. Your long-term relationship with your advisor is as important as the decisions and advice they help you with. You can pick up the phone for advice from us at any time.
Ben’s a top rated adviser
We're thrilled that Ben has been recognised as a top-rated adviser, and our customers' positive feedback is a true reflection of our customer-first approach. That's why he proudly received the Certificate of Excellence from VouchedFor. Want to know what our clients have to say about Ben? Take a peek at his reviews and discover firsthand the satisfaction and trust they have in our services. We genuinely value our customers and are committed to providing exceptional experiences every step of the way.
Hear from people who’ve worked with us