Build a Brighter Future with Investment Advisors
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 advisors based in Cheltenham.
We are passionate about helping you feel confident when it comes to your financial circumstances and planning for the retirement you desire to have. When it comes to making your desired retirement life possible and maximising your assets, trust the Parkers.
What we do
We provide independent, whole of market, advice.
You don't pay anything if you don't want us to set up the plan, meaning that the initial consultations are all free. We specialise in pensions and investments and have expertise in sustainability. We help our clients with full financial planning needs including investments and life insurance.
Personal Pensions Review | LEARN More →
Workplace Pensions | LEARN more →
Sustainable Investment | LEARN more →
Our core values
We're a firm run by three brothers who have grown up and lived in Cheltenham. As such we're committed to our customers. We're not just your advisors for today but for the next 30 years. It's our wish that when you bump into us at local races or festivals, you'll be delighted to see us.
Who we help
We help individuals but also work with organisations such as schools, hospitals and local businesses. More organisations are providing workplace pensions than ever. Providing a high quality workplace pension could strengthen your brand, help you attract and retain great people, and positively impact society and the planet.
Who are the Parkers
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 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 in 2023. 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.