Michael J Parry Email and Phone Number
Michael J Parry work email
- Valid
Michael J Parry personal email
I have over 30 years experience in the banking and financial services industry. Since 1995 have been providing regulated financial advice to both personal and commercial customers. I have built up extensive knowledge and forged long term relationships with customers, accountants, solicitors and specialist business advisers across many industries. Placing the client at the centre of everything I do has enabled me over many years to support my customers with first class advice and ongoing service.Specialising and with extensive experience in the following:Key Person, Shareholder & Succession PlanningCorporate Employee Benefits for SME'sGroup Personal Pension Schemes including advice on Auto EnrolmentGroup Medical InsuranceGroup Critical Illness/ Income ProtectionAccess to corporate finance, business insurance and bespoke accountancy services
Mjp Wealth Management (Part Of Financial Options Group)
View- Website:
- lifetimeoptions.co.uk
- Employees:
- 1
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Corporate Financial PlannerMjp Wealth Management (Part Of Financial Options Group) Apr 2014 - Present
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Corporate Financial PlannerFinancial Options Jun 2013 - Aug 2014North West Of EnglandI have over 28 years' experience in Financial Services and have been successful in helping my clients achieve their financial goals and aspirations. Developing and maintaining long term corporate relationships has been key to my success. I ultimately offer face to face sound financial advice and pride myself on building long-term business relationships with all my clients at Lifetime Options. -
Corporate Financial PlannerLifetime Wealth Management Ltd Sep 2012 - Jun 2013WarringtonProvide holistic financial planning advice to corporate and personal clients. -
Commercial Financial Planning ManagerHsbc Apr 1998 - Jun 2012Provide holistic financial planning advice to HSBC Commercial Clients with annual turnover from circa £2 Million to £25 Million including business owners -
Financial AdviserHsbc Apr 1994 - Apr 1998Provided holistic financial planning service to retail/personal clients of HSBC including insurance, investment and pension planning.
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Clerical & Managerial RolesHsbc Jun 1985 - Apr 1994Various customer facing roles within HSBC/Midland Bank ranging from personal and business account management to qualified Mortgage Manager
Michael J Parry Skills
Michael J Parry Education Details
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St Francis Xaviers College Woolton Liverpool
Frequently Asked Questions about Michael J Parry
What company does Michael J Parry work for?
Michael J Parry works for Mjp Wealth Management (Part Of Financial Options Group)
What is Michael J Parry's role at the current company?
Michael J Parry's current role is Corporate Financial Planner at MJP Wealth Management (Part of Financial Options Group).
What is Michael J Parry's email address?
Michael J Parry's email address is mi****@****sbc.com
What schools did Michael J Parry attend?
Michael J Parry attended St Francis Xaviers College Woolton Liverpool.
What skills is Michael J Parry known for?
Michael J Parry has skills like Financial Services, Pensions, Financial Advisory, Investments, Wealth Management, Income Protection, Strategic Financial Planning, Banking, Employee Benefits, Financial Planning, Commercial Banking, Critical Illness.
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