Join us email us 02033 268595

Insurance brokers

Helping you provide for your clients and secure your future.

A valuable partnership

Good quality financial advice enables you to make better, more informed decisions about your future – from establishing personal and professional goals to determining whether you have “enough” when you sell your business.

We can also work with you to provide the same quality financial planning to your clients. This can not only enhance your overall service, but potentially enhance the value of your business when you do come to sell.

How we’ll help

Holistic advice

Your clients will benefit from quality, comprehensive advice for all of their financial needs.

Increased revenue

A partnership with Grey Parrot can help increase profit and enhance the value of your business.

Informed choices

As your qualified expert, we’ll help you to make more informed financial choices.

A guide for insurance brokers

Read our guide: 10 practical things to consider before you sell your general insurance business

Click here

Specialist support for your future

We’ve worked with general insurance brokers for many years, and we know the sector inside out.

Together we can build a robust financial plan that puts your life goals front and centre. Then when you’re ready to sell your business, you can feel confident and prepared knowing exactly how much you need from the sale in order to do all the things you’ve planned.

Get in touch:

Email us 02033 268595
To find out more about the value we can add to your situation, simply contact us using one of the methods below.

    Email communications are not secure and for this reason, Grey Parrot Financial Planning cannot guarantee the security of the email, its contents or that it remains virus free once sent. We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with our advisers. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy Policy.
    71 Bradbourne Park Road, Sevenoaks, TN13 3LH
    Legal

    Grey Parrot Financial Planning the trading name of Grey Parrot Group Ltd which is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Grey Parrot Group Ltd is entered on the FCA register under no. 958418 

    Grey Parrot Group Ltd is registered in England and Wales under reference 13297390. Registered Office Address 65a Newland Street, Eynsham, Witney, Oxfordshire, OX29 4LD.

    The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit:

    http://www.financial-ombudsman.org.uk/contact/index.html

    Contact
    Email us
    02033 268595
    Privacy policy Best execution policy Client classification Conflicts of interest policy Your guide to making a complaint Mortgage and protection agreement Personal client agreement