The Parkhill Financial Group was established with one goal in mind: providing a complete financial service for our clients. Most organisations in the financial services industries are (often by necessity) specialised within a single field. A financial planner has no business doing your tax returns, and your accountant is often not the best person to be recommending an investment stategy for you. However, it's obvious that these two activities are part of your overall financial activities, and intrinsically related.

In a perfect world, you might think that a single professional could service all these needs, but the fact is that each area of the financial services industry needs to be serviced by a dedicated specialist. This need is often recognised by industry regulation or legislation. But recognising the inherant cost and effort involved in co-ordinating each of these services by individuals, the Parkhill Financial Group was formed, to bring it all under one roof.

It's important to realise that each member of the group is still a specialist in their field. There's no "jack of all trades" mentality at work. Our clients get the benefit of a comprehensive review of their overall financial strategy by each of the specialists. We call this the boardroom service.

The Boardroom Service

Parkhill Financial Group CEO Martyn O'Connor explains;

"This service originated from my strong belief that one of the keys to financial success is the ability to surround yourself with professionals who have skills complementary to your own. To help achieve this we conduct ‘board meetings’ for our clients, and will have for instance their accountant, solicitor, financial adviser and insurance broker meet all together with the client. The meeting is all about the client, who will discuss with ‘their advisory board’ what their financial goals are, and the board members will then provide the appropriate advice. It is a very thorough process and the clients are reminded that they too are members of their advisory board, and their input is required. The typical response we receive is ‘that must cost a lot, to get all those professionals into the one room’. However the reality is that a typical client will need to see all these professionals anyway. To do such things as construct and monitor their personal financial plan, receive business and taxation advice, assess and implement insurances, and set up and review their wills. The beauty is that we do it all at once, which can actually reduce fees, not to mention the time cost saving to the client themselves." Essentially, the boardroom service allows us to review your financial situation, assess your goals, and formulate a tailored strategy with the guidance of a wider range of professionals, for a much lower cost than otherwise possible. The roles of each specialist include the following Specialist Roles & Responsibilities Financial Planner Assess your current financial status (assets/liabilities). Determine your financial goals Formulate a Financial Plan to put in place investment strategies to meet those goals Advise if goals are not feasible within your constraints, suggest alternatives Insurance Specialist Identify risks in current situation and Financial Plan Advise level of exposure and consequences of risks Recommend policies or strategies to mitigate risks Finance Specialist Identify & recommend lending services to finance investments where appicable Facilitate the application process of such services Accountant Advise planners of current tax liabilites and effective minimisation strategies Liase with lending providers if required Process tax returns

A full board of financial professionals looking after you.