About Us

Established in 2016, the team at Parlett Financial Ltd has many years’ experience providing practical financial planning advice to people, families and businesses in Newcastle, Sunderland, Durham and the surrounding area.  Company directors, Dean and James were both previously employed within their father’s financial services practice Trinity Financial Services (NE) Ltd before incorporating their own business following the retirement of their father Tony.

We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

At Parlett Financial Ltd, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part within the local community.

Dean Parlett
Dean
Parlett

Dean Parlett

07748641036

About Dean

Director

From a banking and finance background Dean became an IFA in 2001 and quickly established himself as a mortgage and protection specialist within the family business, Trinity Financial Services NE Ltd. Dean holds a diploma in mortgage advice and practice, the highest qualification attainable in the UK for mortgage advisers.

In January 2016 following their father’s retirement, Dean and brother James decided to set up their own independent financial services company and Parlett Financial was born. Fully qualified to give advice across the whole spectrum of financial services much of Dean’s time is still dedicated to providing independent mortgage advice for his existing clients whilst warmly welcoming new clients with a multitude of different needs and aspirations. Dean is married with 4 children and spends much of his spare time enjoying family life including days out and playing with his little ones at home. He is also an avid football fan, although his team will remain anonymous!

 

James Parlett
James
Parlett

James Parlett

07794443502

About James

Director

James has been involved in the financial services industry since 1998, firstly as a paraplanner, before becoming an independent financial adviser in 2001.

Since then, James has worked as a retail investment adviser, providing holistic financial advice in all areas of financial planning. He now works closely with our corporate clients, providing advice on employee benefits and protection. His main areas of expertise are that of pensions and investments, both personal and corporate, and these are his main focus here at Parlett Financial.

James is married with two young children. He enjoys an active role in the community and is a keen musician.

 

Want to know more?

Call us for a friendly chat on 0191 385 5678 or email: enquiries@parlettfinancial.co.uk