Herbert Parnell Financial Services Ltd is a firm of Independent Financial Advisers whose primary goal is to help clients realise their financial objectives through a thorough understanding of their needs and aspirations. We aim to provide effective solutions in a consistent, compliant way - using technology wherever possible both as a means of effective delivery of information and ease of administration.
The company was started in November 2001. Herbert Parnell Financial Services Ltd became directly authorised with the Financial Services Authority (FSA) in May 2003. The advisers are individually authorised by the FSA.
Company Reg No. 4382619 Registered in England and Wales.
FSA Registration No. 219682.
Consumer Credit Licence No. 528289.
Our strength lies in our relationship with our clients. We have grown over the years keeping, many of our original clients through to today.
We are able to offer specialist expertise in the fields of retirement planning, personal investment, personal protection, inheritance tax mitigation, school fees planning & corporate insurance & pension planning.
We currently have a team of 3 Advisers.
Len Ozanne (FSA No. LSO00002)
Len has been in financial services since 1974 and as an Independent Financial Adviser since 1998. He qualified as a Chartered Financial Planner in 2008, which is an internationally recognised status and qualified at Diploma level with the CII and Personal Finance Society.
Len is also qualified to advise in equity release and lifetime mortgages.
When not working, Len enjoys playing golf and cricket, trying not to confuse the two!
Mark Roberts (FSA No. MPR00015)
Mark joined HPFS in October 2005, having been an IFA since March 2001. He has been in financial services since August 1988, after a brief career in haematology having graduated with a First Class honours degree in Zoology in 1986 from the University of London. He is a qualified Associate of the Chartered Institute of Bankers, as well as being qualified at Diploma level with the Personal Finance Society, and working towards Chartered status this year.
Mark is also qualified to advise in equity release and lifetime mortgages.
By night, he is an accomplished drummer playing live music regularly, mainly blues, soul and jazz.
Ketan Shah (FSA No. KKS01016)
Ket joined HPFS in June 2005 but has worked in the industry since graduating from the University of Portsmouth with a BSc (Hons) in Mathematics for Finance and Management in 1996. He is a qualified member of the CII and is currently studying towards his Diploma in Financial Planning.
His favourite hobby is playing football for his local Saturday team. If you don't catch him at lunchtime, it's probably because he spends it down the local gym!
