Ashley Parry

For the last five years I have been proudly recognised as one of the highest rated independent financial advisors in the UK. Put simply my job is to work on your behalf without any bias, understand what’s important for you now, next year, when you retire and even beyond that. Whether you are looking for a specific piece of independent advice as you approach retirement or have already finished working, maybe you would like a second opinion on your existing savings and investments or a full retirement plan. I can provide you with a fresh independent perspective on your financial situation and if your just not sure what schemes you have I will also contact your current providers on your behalf. Our first meeting is always free, without obligation and at a location convenient for you. All clients appreciate my ability to guide them through the plethora of complex financial choices by putting this in plain English helping you make an informed decision. If you decide you would like for me to work on your behalf you can expect to pay an initial one off fee of around 2.5% of the funds we are dealing with either from the the investment/pension itself or via a separate agreement. Polygon Financial Ltd advise on in excess of £100 million of client funds, testament to our hard work and trusted advice to clients from all walks of life. I am fully authorised to provide you with the highest standards of unbiased advice in all areas of financial planning and wealth management , i.e. tax efficient wrappers, such as ISA and Collective Investments, onshore and offshore investments, setting up or transferring your existing pensions as well as your options at retirement, i.e. purchasing an annuity on the open market, flexible access drawdown and much more. For more sophisticated investors or those with more complex needs others areas of advice include investing in EIS, VCT the alternative investment market and trust advice. I specialise and spend much of my time formulating real plans and ideas for the over 50’s and small business owners showing them how to best utilise their assets and pensions in order to facilitate retirement, minimise income tax and inheritance tax whilst maximising their income and investment returns. As an IFA I am therefore able to select from the best performing investment solutions and financial provider's from the entire marketplace and not restricted to one or two, thus ensuring you receive the widest choice. I have worked within financial services in a variety of different roles since 2001 and firmly believe the best advice will always be provided independently. I am a member of the London Institute of Banking & Finance and outside of work live with my wife & children in the South Ribble. You can contact me directly on 01200 428899 or via email to ashley@polygonfinancial.co.uk