Professional Contacts

There are a number of options available in our structured client referral process, depending on your profession. They include:

  • Individual Referrals
  • On-site Advice Surgeries
  • Permanent on-site Adviser
  • Establishment of Joint Venture Company

Financial Services for Professionals

Parker Kelly is committed to developing long-term working relationships with accountancy practices and law firms. Providing a complementary independent financial advice service to their private and corporate clients.

Our individual approach makes Parker Kelly an ideal partner for professionals seeking to maintain and develop client relationships and enhance their financial services offering. In forming a partnership with you, we can add value to your existing client base and help you to deliver a service valued by today's demanding and increasingly sophisticated client.

We are firmly committed to further developing our established network of partnerships, many of which are leading North West firms of accountants and solicitors. These companies are now able to offer market-leading financial advisory services to their client bases and they are assured of staying abreast of regulatory change and market developments.

As your professional partner, we are always conscious of our responsibility to contribute to your company's knowledge base.

Parker Kelly offers a key account consultancy service supported by a Business Development Adviser Ian Parker. Ian will work with the business to establish and develop a "best practice" approach to developing financial services solutions to private clients and employers.