About Us

Park View Financial Planning is a leading firm of Chartered Independent Financial Advisers dedicated to delivering the highest standards of financial advice. We are a privately owned business, which ensures that our advisers are able to provide truly unbiased and holistic advice. For many years our advisers have been helping clients navigate complex financial markets and our business has evolved primarily through client recommendations.

Park View Financial Planning has been trading from Lowestoft on the east coast of Suffolk since 2003. During this time we have established ourselves as the trusted advisers of many individuals and business across East Anglia and beyond. Our success has been built on our core values of transparency, reliability, honesty and integrity.

As a Chartered firm of financial planners our advisers have provided astute financial planning advice to both individual and corporate clients over many years. Our high standards demand that our advisers are dedicated to continuous professional development through enhanced qualifications and technical studies.

Our dedicated financial advisers can help you make informed decisions about your financial future. We will work with you to build a bespoke and comprehensive financial plan based on your financial goals and objectives. Everyone's goals and aspirations are unique. This is why our belief in bespoke tailor-made, personal service lies at the heart of our approach. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy we have the expertise and experience to help.

At Park View Financial Planning we aim to provide a comprehensive service that will fulfill all the financial needs of our clients. We recognise the importance of providing long-term on-going assistance and guidance and we have also built strong relationships with other professional practices such as law firms and accountants to bring about holistic financial solutions.