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.