Anna Threlfall

Corporate Adviser Support at Mcparland Partners Financial Planners

Anna Threlfall's Professional Contact Details

Email (Verified)
****@fairstone.co.uk
HQ
+44 1282 607650
Location
Blackburn, England, United Kingdom
Company
Mcparland Partners Financial Planners
Person Seniority
entry
Person Functions
support

Anna Threlfall's Current Company Details

The company was formed in 1992 and acquired by Sean McParland in 1996. Sean's vision was to provide high quality independent financial planning and investment services to all. The company is backed by...
The company was formed in 1992 and acquired by Sean McParland in 1996. Sean's vision was to provide high quality independent financial planning and investment services to all. The company is backed by a team of well qualified and experienced advisers and administrators, some of whom have over 30 years' experience in the business. In March 2008 the company acquired the financial planning arm of a major North West firm of Chartered Accountants bringing top level experience and knowledge to the business. Experience means nothing however without the power to communicate our expertise and we are proud of our command of the English language and our ability to explain complicated issues without resorting to jargon! The term Independent Financial Adviser is frequently misunderstood. We are required to research the whole of the market before making any recommendations and we have access to cutting edge, up to date systems to help us. This, though, is only part of the story. We act as your agent, and as such are required by law to always act in your best interests. These two factors represent a formidable combination. You can always be assured that you will receive properly researched advice delivered in an easily understood format. The company takes education and professional development very seriously and all our advisers and support staff are encouraged to study towards further qualifications. All our staff keep up to date with developments and changes in legislation, so we always have the right information at our fingertips. Registered Office: 1 The Bulrushes, Woodstock Way, Boldon Business Park, Tyne & Wear, NE35 9PF Contact us: Tel: 01282 607650 Fax: 01282 694631 Email: [email protected]
Founded Year
1992
Organization Website
mcp-financial.co.uk
Organization Languages
English
Current Technologies
123-reg dns
outlook
microsoft-iis
angularjs
google analytics
drupal
asp net
google font api
mobile friendly

Job Functions

Support
Finance
Operations
Administrative
Information Technology
investments
retirement income
retirement planning
group pensions
auto enrolment
shareholder protection
key man insurance
savings
family asset protection
group private medical insurance
family protection
finance

Anna Threlfall's Work History and Education

McParland & Partners Financial Planners
Corporate Adviser Support
2016 - Present
Fairstone Group Ltd - a national financial advisory and wealth management group

Colleagues at Mcparland Partners Financial Planners

Adviser Support
Private Wealth Manager
Senior Adviser Support
Senior Financial Adviser

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