How we work when it comes to financial guidance

How we approach our work is always the same as it consistently yields results that are beneficial for our clients. You can see a breakdown of this process below. To enquire, please contact Parklands Financial Advisers in Lowestoft directly. We also cover King's Lynn, Cambridge and other areas of East Anglia.

Here's how we formulate the plan towards your goals:

About you

We meet together to discuss your personal circumstances and your current financial situation. We'll go into detail so that we can draw up a complete picture of where you are now, and where you want to arrive. We'll ask about you, your occupation, your savings and investments, your mortgage, your current liabilities and your tax position, and we'll explain how all of this information builds a profile which will help us to formulate our financial plan.

Your goals and ambitions

Next we discuss your objectives and your aspirations, as well as any concerns that may arise. We’ll discuss risk and reward and capacity for loss which together will result in determining your attitude towards investment risk, as this feedback from you will enable us to construct an investment portfolio which is a major part of the plan. You'll see as we move forward in our discussions how all this fits into place in your personal plan and agree the likely cost for our financial advice.

Analysis

We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan. We'll present our recommendations and actions required for you to potentially achieve your goals.

How to get there

So now we know where you are and where you want to be. In this phase, we present your Personal Financial Plan which maps out the journey to your destination, and we establish the most suitable and most time efficient route to potentially get you there. We discuss with you your current income and expenditure, your assets and liabilities, and how your existing finances can be utilised towards the achievement of your financial goals. Your Personal Financial Plan will also agree the cost of achieving your objectives. Then we ask your approval and confirmation of the plan.

Implementation

It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

Review the plan and progress updates

If required, review dates will be agreed and can take place annually or more regularly if required or requested. Ongoing fees will be agreed as to which service level is required. The purpose of regular monitoring when it comes to your Personal Financial Plan is to enable you to clearly see progress towards reaching your financial goals, and for us to make any course adjustments that may be required. Working closely with you we will explain overall how the plan is going and agree with you any modifications to keep it on track towards the achievement of your goals.

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Our financial services

Please note

TAX TREATMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.

THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE TAX PLANNING.

THE VALUE OF INVESTMENTS AND INCOME FROM THEM CAN GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

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CONSULTATION

EXPERT ADVICE

SUSTAINABLE SOLUTION

Pensions

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Pensions

Savings & Investments

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Savings & Investments

Mortgages

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Mortgages

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I have used Parklands for over 5 years to arrange my mortgages, life insurance and pension. Paul and Donovan are second to none when it comes to their knowledge and professionalism. I could not speak highly enough of them.

Gary G.
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Have used Parklands IFA (Donovan) twice now and every time they deliver exactly what I have asked for.
Extremely professional, open and honest yet very down to earth with all the terms that I couldn't understand.
Used them for over 10 years for our mortgage, life insurance and pensions.
Would not hesitate to use them again, have referred them to family, friends and work colleagues. Keep up the great work.

Shane P.
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Fantastic old school face to face financial advice, Paul knows his stuff.

Jason R.
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Everything explained in detail. Completely hassle-free from start to finish. Great service all round.

Janet A.
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The service we received from Donovan Goodman at Parklands was fantastic. As first time buyers on our quest to understand the world of mortgages, he took the time to explain our options to us, answer all of our questions and, most refreshingly of all, was completely open and honest with us. I would highly recommend Parklands Financial Advisers.

Jodie C.
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Paul and his team are very knowledgeable and really helped me with my investment and personal pension! Would highly recommend them.

Colin and Richards Crazy Adventures
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Absolutely superb service from Parklands! Donovan and James were brilliant, made every step of getting the mortgage and insurance as easy as possible. Thoroughly recommend this company for any financial decision you're thinking about!

Adam G.
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I received a first-class service from James Turner regarding my pension. James kept me informed at all times, and everything was resolved very swiftly indeed. I can highly recommend James, and wish him and the business every success.

Jackie J.
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We have bought two properties using Donovan from Parklands now. Both processes were made easier by having him to help, as well as him going to many lengths to get the best deal for us.
We have recently moved into our new home and cannot thank Donovan enough for all of his help with getting us in. A great person who went above and beyond to help us with our every need. We would 100% recommend him to anyone.

Laura M.
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I cannot rate Donovan highly enough. From the initial mortgage application through to sorting out life insurance ... he was always a Whatsapp/phone call away and guided me through new and unknown territory. So thankful that I was pointed in his direction and trust him with my life now!

Jo C.
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Superb service from Lucy as we tried to achieve an almost impossible task - opening a Trust Bank Account when two of the Trustees are non-UK residents. Lucy was tenacious and unrelenting in helping us ... she certainly made sure the bank kept the ball rolling. Thank you Lucy!

Tim S.