Andrew Parmenter
Financial Planning Consultant, DipPFS in Sherburn In Elmet
A little bit about Andrew
Andrew has been working in the financial services sector for over 40 years. He has worked for the Trustee Savings bank and in particular for Barclays Banks Plc for approximately 35 years.
He has worked in the Retail and Corporate divisions of the bank in the East Midlands, London and more recently West Yorkshire as a Senior Business Manager up until 2015. He has lent in excess of £50 Million to various business entities during his career.
Since 2015-He has been an advisor in the Workplace Pension Market advising a large number of employers and employees through until the present day as well as setting up schemes for them.
He qualified as a financial planning consultant in 2021 and is now working for Quilter Financial Advisers advising in Wealth and Protection areas for individual and company clients.
Additionally he has been the Chair of Governors at his local primary school incorporating 500 children for the last 8 years and is very active in the primary educational sector.
Start the conversation
Get in touch if you’d like to discuss how to balance your present spending plans with your future saving goals, or any other financial matters you’re thinking about.
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An adviser’s insight
Spend wisely and save smartly
June can be one of the best months of the year with summer well and truly on the way. But with all those holidays, weddings, anniversaries, and other spending, it can also be one of the most expensive too.
While you should be focusing on the present, it’s also important to be aware of how major outlays now can have a significant impact on your financial security in later life. A cashflow model can give you a clear picture of the consequences your spending and saving can have on your future.
It’s also good to know about the ways you can use your tax-free allowances wisely on certain expenditures. For example, your gifting allowances can let you pass on up to £3,000 a year to your loved ones without it being added to the value of your estate.*
Together, we can make a plan to help you live your life to the full now, while still having the retirement you want later on.
Click on the contact me today button at the top of my profile to discuss how I can help you.
*Source: HMRC
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
General Insurance
Home contents insurance, buildings insurance.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.