Welcome to Parker Kelly Financial Services Ltd.

Expert financial services in Liverpool and across North West

Retirement Choices

Savings and Investments

Protection

Mortgages

Business Support

Estate Planning

Welcome to Parker Kelly Financial Services Ltd.

For some expert financial services in Liverpool and across the North West, feel free to

Retirement Choices

Savings and Investments

Protection

Mortgages

Business Support

Estate Planning

Welcome to Parker Kelly Financial Services Ltd.

For some expert financial services in Liverpool, feel free to

Retirement Choices

Protection

Business Support

Savings and Investments

Mortgages

Estate Planning

The Benefit of Working With Us

Parker Kelly advisers are true specialists in their field of financial services in Liverpool, and therefore you can be safe in the knowledge that advice will be provided by someone appropriately qualified in that area. Parker Kelly delivers unbiased advice, driven solely by considerations of value for money, fitness for purpose and client need. Always accessible, we are enthusiastic about what we do and aim to form lasting relationships with our clients.

financial services in liverpool

Our Story

Parker Kelly Financial Services was established in 1994 by Ian Parker and Paul Kelly. They had both worked in financial services in Liverpool and across the North West for many years working for the likes of Allied Dunbar and The Prudential before deciding to set up their own Financial Advice business based in Liverpool City Centre.

This grew into an established and respected financial advice firm over the years, reliably imparting unrivalled financial services in Liverpool. Ian sadly passed away in 2019 and Paul in 2021. Paul’s sons Andrew and John, who already worked for the company and are fully qualified Financial Advisers, took over as Directors to carry forward Ian and Paul’s legacy. After working with Simon Kershaw & Associates for the a year, in April 2023 we agreed take over the management of their clients and the office based in West Kirby. This formed a key part of our growth strategy and the office on the Wirral helps us to further serve our clients.

Parker Kelly continue to offer professional, service driven financial services in Liverpool, both to the business community and private clients. As true ‘Independent’ Financial Advisers, we offer unbiased financial advice, providing access to all the products on the market through a dedicated qualified Practitioner.

I approached Parker Kelly for some financial advice, as I have recently changed jobs. They covered all of my options in the first meeting and I was delighted with their levels of service and customer care.

 – Peter Gee

Have had Parker Kelly look after my own and my family’s investments and pensions for a couple of years now. They’re always well informed and up-to-date on what’s best for our individual needs and wants. So much so, that I have recommended them to friends ever since.

– Mark Callan

Parker Kelly are just brilliant. John has helped us navigate the mortgage market twice and wouldn’t hesitate to use him again. The team are knowledgeable, responsive and helpful. Would absolutely recommend!
 – Emma Hollowday
I have found Parker Kelly Ltd very easy to talk to they are very professional and knowledgeable and have always been able to offer solutions to questions we have had.
 – Danny Knott
I have entrusted a major portion of my pension provision in the capable and professional hands of Parker Kelly Financial Services. The advice and support I have received over the years is delivered with an authority and integrity that instills great confidence. They will always operate with your best interests at heart at all times.
 – Mike Howard
Very helpful and useful company. I feel very confident that, even in these very turbulent times, Andrew will do the very best he can to safeguard our savings and give good advice. I’d recommend Parker Kelly to anyone who needs financial help.
 – Roger Phillips

Having dealt with Parker Kelly for many years, firstly offering a service to older people as part of Age UK and now personally, organising our private pensions, we have found them to be informative and helpful in every way. Excellent customer service.

 – Wendy Walmforth