Julie Parks At Finance Planning Wealth Management

At Finance Planning Wealth Management Limited we have one goal in mind - To give you the financial advice you need relevant to your situation.

I have strong foundations in financial services, having spent 33 years working in the financial services industry. I am a member of Finance Planning Wealth Management who support me in my role as a professional adviser ensuring my knowledge and qualifications are maintained to a high standard.

I am a specialist in Inheritance Tax Planning, *Lump Sun Investments, Life Protection, Critical Illness and Income Protection, as well as being able to advise on **mortgages from a comprehensive range of lenders.

*the value of investments and income from them can go down. You may not get back the original amount invested.

**Your home may be repossessed if you do not keep up repayments on your mortgage.

We typically charge a fee of £295 for arranging your mortgage.

Information is based on our current understanding of taxation legislation and regulations. Any levels and reliefs from taxation are subject to change.