Julie Parks
DipFA Cemap
Financial Adviser with True Potential
With over 40 years of experience in financial services I specialise in providing tailored advice on pensions, investments and retirement planning to individuals across the South of England, East to West, including London. I understand that everyone's situation is unique, and I take time to get to know what is important to you. I am committed to providing a friendly knowledgeable service which builds a long lasting relationship. Guiding you through the often complex financial choices you are faced with at each stage of life's journey.
I take pride in my commitment to help you achieve your financial goals whatever they may be. Helping you to be better informed, confident and empowered to reach your goals...
In my spare time I enjoy using my National Trust membership as often as possible, gardening and yoga. Spending time with my family is also very important to me, not forgetting long walks with my dog, Pepper.
My passion is to help provide information and advice which enables you to make the right decision for you and your future. In my experience financial security is most peoples dream and I am committed to providing a first class service which supports this.
- DipFA - London Institute of Banking and Finance - 19/02/2015
- CeMap - London Institute of Banking and Finance - 19/02/2015
- AwPETR - London Institute of Banking and Finance - 15/06/2017
Investment & Savings
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Retirement & Pensions
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
Inheritance, Estates & Tax
I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
Mortgages & Borrowing
Whether you are a first-time buyer or have a property portfolio, with the vast array of products and lenders, I can provide the specialist advice you need.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
We are award winning
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
We provide innovative investments
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
We build revolutionary technology
Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.
