The firm was launched in Suffolk by managing director Jeremy Woodruff in 2003, with director Richard Barker joining in 2006. It has continued to grow within its base of Alexandra Road in Lowestoft and currently has seven staff, most of whom worked previously with the major high street banks
Our financial planning consultants take pride in
developing and maintaining long-term client
relationships. Yes, we are running a business, but we
are here for the long-term, we have a genuine passion
for our work and we enjoy helping our clients to meet
their financial goals.
In order to do that it is essential that we remain
up-to-date with changes in the fast-evolving financial
world. Our staff members are constantly seeking to
hone their professional knowledge and expertise by
gaining fresh qualifications whenever appropriate.
to private individuals, businesses, and other legal entities such as trusts.
Park View Financial Planning
Park View Financial Planning Ltd,
61 Alexandra Road,
Lowestoft,
NR32 1PL
Telephone: (01502) 515383
info@pvfp.co.uk
Registered in England No: 4929696.
Our complete spectrum of financial advice can be
broadly divided into two categories. First, we carry out
commission or fee-based transactional work to ensure
that our clients are armed with the best-available basic
financial products including pensions, income
protection, savings and investments.
Secondly, we offer a comprehensive wealth management
service for those whose financial portfolio needs
safeguarding and developing. This is an ongoing, fee-
based service which takes a holistic overview of the
client´s requirements.
Different clients have different requirements. And if your current needs begin and end with sorting out a critical policy, or arranging an ISA, we promise we'll be delighted to help!
