At Parrett Financial Planning we feel the most important part of our service is to listen to you and do exactly what we say we are going to do. We believe you should be able to live without unnecessary financial restrictions, which is why we consider giving you friendly, simple and professional financial advice as paramount.

“No one ever made a difference being like everyone else.” (PT Barnum).

This is why we offer a much more innovative service to your conventional financial planner. We always visit your home or place of work at the time that suits you the and take a fully holistic view of all your investment and protection planning requirements. This is why our entire team consider being financial planners more as a life style than a career and we have spent many years building a reputation as the “go to” company for businesses and families requiring financial planning.

As part of our holistic approach we consider your protection as being just as important as your investments. This is because without the relevant assurance policies in place to help during a life challenging event, your savings and investments will be the first thing used to assist you. We can help you protect them by protecting you.