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Financial Planning

Grey Parrot Financial Planning

Working with a financial planner will give you peace of mind and confidence about your financial future. That’s why we want to introduce you to Grey Parrot Financial Planning.


How to find a good Financial Planner?

The best way is to ask for a recommendation from someone you trust, and that’s why we are delighted to introduce you to Grey Parrot Financial Planning.

Free quote or review

Why should I choose Grey Parrot Financial Planning?

It isn’t just their name that sets Grey Parrot Financial Planning apart. They have a completely different way of doing things compared to more traditional financial advisers. The team there has over 50 years of combined experience. You’ll be provided a dedicated planner who will get to know you and your family before building a financial plan.

What’s different about them:

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Fixed fees and percentage fees

They’ll ensure more of your money is kept in your investment or chosen product.
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Unbiased and independent

Honesty and transparency from your financial planner is central to Grey Parrots proposition.
Lower Cost

Lower cost investment management

Their approach to investment management is based on evidence, which keeps costs down.
People before products

People come before products

They’ll understand your challenges and needs, developing a plan before talking about products.

It’s not just pensions and investments they can help with

Grey Parrot Financial Planning typically works with clients who are planning for their future. This usually involves helping with:

  • Private medical insurance
  • Cashflow modelling
  • Life insurance
  • Income protection, and much more…
  • Pensions
  • ISAs
  • Investments
Free quote or review
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You can contact them if you’re:

  • Curious how their fee structure could benefit you and would like to reduce the amount you’re paying in fees to an existing adviser.
  • Want to know when you’ll be able to afford to retire.
  • Worried that you might be with the wrong financial adviser.

How can I contact Grey Parrot?

You can contact their team to arrange a free consultation by emailing, clicking the contact button on this page or by calling. They’ll be delighted to hear from you!

The best way to get started is to have a chat. There’s no obligation to sign up to anything.

Introducing Grey Parrot
Financial Planning

Grey Parrot Financial Planning is introduced by Somerset Bridge Insurance Services Limited. Grey Parrot Financial Planning is a trading style of Grey Parrot Group Ltd, which is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Limited is entered on the Financial Services Register ( under reference 149826.

The guidance provided within this webpage and the Grey Parrot Financial Planning’s website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

Grey Parrot Financial Planning’s privacy notice can be found here.

Grey Parrot Group Ltd is registered in England and Wales under reference 13297390. Registered Office Address Building 2, 30 Friern Park, North Finchley, London, United Kingdom, N12 9DA.

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