
Parker Kelly Financial Services Reviews
Rated 4.7 based on 12 Reviews
Financial Services in Liverpool
1, Temple Square, 24 Dale St, Liverpool L2 5RL
Published on
February 18, 2024
Last updated
July 10, 2025
Parker Kelly Financial Services Ltd. receives a predominantly positive assessment from its clientele, with testimonials highlighting the company's proficiency in navigating the complexities of financial matters. The recurrent commendations point toward their expertise, particularly in the realm of mortgage advisement and pension management. Customers report that Parker Kelly's team, including professionals like Will Sara-Kelly and John, provides personalized and hassle-free services, aiding particularly in challenging scenarios such as securing a mortgage with atypical employment situations. Long-term relationships spanning over fifteen years show a deep level of trust and satisfaction among clients, with the company's support extending from employment through to retirement. The recurring themes of friendly, knowledgeable staff, and the delivery of professional services with authority and integrity, illustrate a strong company reputation centered on customer confidence and financial security.
Yes, according to client testimonials, Parker Kelly, particularly the advisor Will Sara-Kelly, has been successful in assisting with complex mortgage scenarios, especially beneficial for first-time buyers or those with non-traditional employment.
Absolutely, reviewers have lauded Parker Kelly for their long-term assistance in financial matters, offering support through various life stages, including transition into retirement, indicating the company’s ability to offer sustained financial planning over many years.
Clients have described the advisors at Parker Kelly as both friendly and knowledgeable, making them approachable and capable of explaining financial options in an accessible manner, which is particularly appreciated by those new to financial planning or seeking advice on products like Junior ISAs and pensions.
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.