Independent Financial Advice

Park House Financial Services

is an appointed representative of Lighthouse Advisory Services Limited, which is authorised and regulated by the Financial Services Authority.

For personalised, practical financial advice, contact: 

Richard Davis 

on 01959 570699        

     email richard.davis@parkhouse.uk.net

 

St David's Cottage, John's Road,    

Tatsfield, Westerham, TN16 2AP

 

Robin Wood  CertPFS

on 07846 916728            

email robin.wood@mail.com

8 Lon Cwmgwyn, Sketty

Swansea,  SA2 0TY 

01792 424124

 

We believe in providing excellent customer service and helping you to identify and work towards your life goals - the immediate, those on the horizon and looking forward to the future.

For general enquiries, or a free initial financial assessment please call, email or complete the enquiry form on the "contact us" tab above

Terms of Business

As Independent Financial Advisers, Park House can offer you personalised support to meet your needs and access products and services from the whole of the market. Banks, for example, are limited to their own products and are more likely to charge you a higher commission. As well as charging lower commission, we offer the option to be paid by fee for our services and will discuss the merits of each with you, depending on your circumstances.

Please Note: the information contained in the pages of this web site does not constitute advice and is only relevant for UK residents aged 18 years and over. Information provided in the Completion of enquiry forms  is bound by the terms of the Data Protection Act 2003 and the Computer Misuse Act 1998.

 Richard Davis (Financial Adviser) has over 25 years of experience in financial advice practice and is renowned for his approachable style, clear, fair and appropriate recommendations, championing appeals and helping to put right poor advice received from other sources. Richard has a wealth of experience and delivers a tailored approach to meet your needs.

Richard has recently featured on BBC TV News, Radio 4 Money Box Live  and BBCTV programmes Rip Off Britain and Money Watch in relation to his work supporting individuals with complaints about Barclays investment portfolios. Links are found below.

Robin Wood  (Financial Adviser) is a new addition to the Park House Financial Services having previously enjoyed award winning success in project management of European Funded Community and Social Regeneration Enterprises in South Wales. Robin holds a PhD in applied social economics and  has extensive experience as a Welfare benefits and debt advisor.

Robin is a member of both the Personal Finance Society and the Chartered Insurance Institute, holding the Financial Services Certificate in Financial Planning and Certificate in Mortgage Advice. He is a member of UKSIF (United Kingdom Sustainable Investment and Finance) and specialises in Ethical advice, welfare benefits and financial literacy for individuals and charities.

Useful Websites / Links

National Ethical Investment Week 2012

http://www.neiw.org/

UK Sustainable Investment and Finance

http://www.uksif.org

Financial Services Authority    

http://www.FSA.gov.uk

Barclays Investment Victims Club    http://barclaysinvestmentvictimsclub.co.uk/

Lighthouse Advisory Services Ltd    

http://www.lighthouseadvisoryservices.plc.uk/  

Financial Ombudsman Service

http://www.financial-ombudsman.org/ 

BBC TV Money Watch (21st July 2010)

http://www.bbc.co.uk/tv/features/moneywatch/growing_it.shtml

BBC  Radio 4 Money box web page can be found at

http://news.bbc.co.uk/1/hi/business/8276369.stm

Chartered Institute of Insurance (CII)

www.cii.co.uk   

DISCLAIMER. Please note that all web links are to external sites which are beyond the control of Park House Financial Services, and as such no comments or views expressed can be attributed to Park House Financial Services.

 

NEWS

Barclays Bank fined £7.7M and forced to pay £60M compensation for unfair investment advice (18/1/11)http://www.bbc.co.uk/news/business-12214534 

http://www.moneymarketing.co.uk/investments/fsa-fines-barclays-£77m-for-advice-failings/1024718.article

http://www.dailymail.co.uk/news/article-1348221/Barclays-fined-7-7m-failing-offer-proper-advice-elderly-investors.html

http://www.ethicalinvestment.org.uk/

Park House Financial Services is listed on Ethical Junction

http://www.ethical-junction.org/dir/financial/ethical_financial_advisors_ifa 

Listed on  http://www.ukfinancialadviser.co.uk/

Call Robin Wood on 07846 916728 for information for an Ethical assessment of your finances.

Park House Financial Services now offers Mortgage Advice and General Insurance in addition to Pensions, Savings, Investments, Protection and support with financial reports to help you to make complaints about advice from your bank.

Park House Financial Services now offers Will Writing and Estate Planning Services.