Wealth Management

Wealth management advisers

You have a pot of money and now you need to try to secure it as well as build on it. It calls for qualified guidance from an expert team and that's where our advisers at Parklands Financial Advisers in Lowestoft can help. We also help clients in Woodbridge, King's Lynn, Cambridge and elsewhere across East Anglia. Contact us today.

What is wealth management?

Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy. Risk aversion is a reasonable and prudent strategy for anyone who is sure that they already have ample assets to provide for themselves and their family into the future.

There are plenty of ways of preserving wealth in real terms and protecting it against most of the uncertainties that may threaten it, thereby allowing you to sleep at night. But the unidentified risks are a far greater threat to your wealth than tax. While tax may threaten a proportion of your wealth, poorly-identified risks can destroy it all.

Risk aversion starts with asking oneself a few questions such as:

Is my job secure?
What happens if my employer goes bust?
How secure are my investments?
What happens if a company I have invested in collapses or is unable to meet its obligations?
Is my occupational pension safe?
What happens if an elderly relative has to go into residential care?
What happens if I divorce?
Do I have enough insurance?

This is just a start and you will no doubt identify others. It may not be the most motivational task but if you work through the implications of your questions and attach a probability to them, it can help clarify the issues and form the basis of your risk aversion plan.

Our service is all about helping you with professional wealth management advice to create, build and protect your wealth and minimise your tax liability. It will be the basis of a wealth preservation plan which we will develop and monitor as part of a long-term, ongoing relationship.

Need tax assistance?

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CONSULTATION

EXPERT ADVICE

SUSTAINABLE SOLUTION

Please note

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

TAX PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM TAXATION, ARE SUBJECT TO CHANGE.

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

Financial Planning

Retirement Planning

Savings & Investments

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Health Insurance - image, wealth management page

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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.