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Parker Kelly Financial Services Ltd

4.8(16 reviews)See reviews ↓·Liverpool

What customers say

Based on genuine customer reviews

Parker Kelly Financial Services Ltd has built a loyal following in Liverpool, with many clients staying for years or even decades. Reviewers frequently point to the expertise and clear advice provided by Andrew and his team, covering pensions, investments and mortgage matters. Customers in several reviews describe the firm as easy to talk to, with options explained thoroughly at the first meeting. A recurring theme is reliability: calls are returned promptly, questions are answered even outside normal hours, and communication before and after decisions is consistent.

Named staff such as Kate at the West Kirby branch are praised for taking time to understand individual situations and for offering uncomplicated guidance with compassion. Clients in retirement and those still working speak of feeling confident that their savings are safeguarded, and some note they have received support through turbulent markets. The office atmosphere is described as welcoming, with small touches like a cup of tea mentioned. Long-standing customers credit the team with helping them secure their finances over many years, and the personal attention given to pensions and investments comes up often. The firm's professional yet friendly approach, combined with knowledgeable staff, is what clients highlight most.

Finance brokerIncome protection insurance agencyInvestment serviceMortgage broker

Reviews

Reviews are taken from publicly available sources.

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Paul17 March 2025

Fantastic service from the team. Very informative and super helpful. Highly recommended.

KN
Katherine Nield9 October 2024

I visited the West Kirby branch of Parker Kelly. Kate was extremely helpful. She took time to understand my situation and requirements and offered clear, uncomplicated advice wih compassion and understanding. I would most definitely recommend Parker Kelly.

JP
Janet Prescott22 February 2024

Andrew and his team are always on hand to deal with any questions , even on his weekend off he replied within the hour to an email I sent to him out of hours! Thank you Parker Kelly for your efficiency and financial advice and support...

MR
Mark ratcliffe21 February 2024

Started business with Parker Kelly in my late teens. Now reaping the rewards of their advice and good solid investments in retirement. Best thing I ever done. Mark

AH
Abigail Hodges20 August 2023

Would really recommend Parker Kelly for anyone looking for a mortgage adviser. We had great service from Will Sara-Kelly who helped us to find and secure a mortgage for buying our first home. The nature of my partners job made finding a mortgage quite difficult for us, but Will made that process a lot easier and saved us from the hassle of attempting to do it by ourselves. Thanks again Will!

DK
Danny Knott2 July 2023

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

EH
Emma Hollowday21 April 2023

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!

Financial advisers in Liverpool compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Liverpool are compared.

RankProviderRatingReviewsOpen Sat.
1J.A. Financial Planning Ltd★ 5,066No
2Hanson Financial Services★ 5,048No
3First Equitable★ 5,037No
4AJ Barnes Financial Planning Ltd★ 5,031No
5Her Financial Planning I Financial Adviser for Women★ 5,019No
9Parker Kelly Financial Services Ltd (this page)★ 4,816No
Contact
+441512367838www.parkerkelly.co.uk1, Temple Square, 24 Dale St, Liverpool L2 5RL
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed