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Parker Financial Planning provides Tax Planning and Corporate Financial Advisor services to companies and individual clients. We are regulated by the Financial Services Authority and Burns Anderson plc, who also provide research and support services to the firm. Should our advice involve an investment strategy our advice process moves through the following stages:
- Determination of attitude to risk
- Allocation of the assets within the portfolio
- Selection of managed funds in which to invest based on quartile performance and volatility.
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