Trusted financial advice for life’s big decisions

Independent advice on pensions, investments and retirement planning—helping you make confident decisions and build the future you want.

Book a free consultation

Who We Are

We help individuals, families and business owners make confident decisions about their pensions, investments and long-term financial plans.

As independent, whole-of-market advisers based in Cheltenham, we work for you—not for any provider. That means our recommendations are shaped around your goals, circumstances and values.

Whether you are planning your retirement, managing your wealth or thinking about the legacy you will leave, we’ll help you put a clear plan in place.

 
 

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 | FIND OUT More →

Building & Managing Your Wealth | FIND OUT more →

Supporting your Business & Employees | FIND OUT more →

Reducing Your Tax Bill | FIND OUT more →

Planning Your Legacy | FIND OUR more →

 
A suited financial advisor strolling along the street.
 

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

FIND OUT MORE

John Parker

Independent Financial Adviser

  • About John
    John’s career in financial services spans more than twenty years, during which he has worked across all areas of financial advice. He focuses on helping clients make the most of their investments and plan effectively for the retirement they want.

    Alongside his role as an Independent Financial Adviser at Parker Financial Advice, John has served as a director of leading financial technology companies for over six years, specialising in making complex pension and advice processes more accessible.

    When John isn’t working
    He enjoys practising martial arts, exploring history, and following rugby.

Ben Parker

Independent Financial Adviser

  • About Ben
    Ben’s career in financial services followed two decades in the energy industry, where he managed large corporate contracts and developed a strong understanding of commercial and personal finance.

    He went on to co-found Parker Financial Advice, where he focuses on helping people navigate the complexities of the financial world. Ben is proud to have received the Certificate of Excellence from VouchedFor, recognising his dedication to client service and professional standards.

    When Ben isn’t working
    He enjoys playing golf, following motorsport, and coaching Smiths, a local rugby team.

Rob Parker

Research & Operations

  • About Rob
    Rob’s career in financial services began after several years working in economics. He led teams of economists at the Department for Work and Pensions and the Cabinet Office, focusing on pensions and impact investing. Rob enjoys following macroeconomics, financial markets, and the role of technology in economic growth.

    He went on to co-found Parker Financial Advice, where he focuses on helping individuals and businesses make informed financial decisions that align with their values.

    When Rob isn’t working
    He enjoys learning languages, playing the guitar, and attempting to write historical fiction.

How we work

A clear, personal process

From your first conversation to ongoing support, we make financial planning straightforward and keep you informed at every stage.

1

A free, informal chat

2

Understand and plan

3

Recommend and implement

4

Review and support

Find out more

Ben’s a top-rated adviser

Ben has been recognised as a Top Rated Adviser by VouchedFor, based on feedback from clients he has advised. Read their verified reviews to learn more about their experience of working with Parker Financial Advice.

Hear from people who’ve worked with us

  • “It was a pleasure meeting with Ben and John to discuss investment and pension planning. They clearly explained a range of options, provided high quality information and were very easy to communicate with. I recommend Parker FA to anybody looking for advice on investment and pensions.”


    Joe Seed

  • “Excellent friendly service, went through all my questions in great detail and provided some really great advice. If anyone needs financial advice I would strongly recommend speaking to Parker Financial Advice.”

    Mike Parsons 

  • “I had an excellent experience with Parker Financial Advice. He was very knowledgeable and provided clear, actionable advice. His expertise and professionalism made me feel confident. Highly recommend, thank you.”

    Karen Mitchell