Funnily enough, financial planning isn’t about money
It’s about personal relationships and having someone who takes the time to understand your goals, and where you want to be in the long term. It’s about your needs and what works for you.
What We Do
Absolutely, it can be done better
With the right people who take the time to get to know you, it’s very easy to have what you need in place, quickly. We focus on the individual so our depth of understanding is always far deeper. And our advice, therefore, more personal. We blend our professional and technical knowledge with our experience to anticipate what lies ahead, plan for it and make sure your financial future is in parallel with you from today.
The relationships we build are for the long term. We can be at your side whenever change presents itself, ready with clear bespoke knowledge and a holistic view. No one is better placed to respond to your every financial issue.
Why we're different
We speak creative
We take real pride in our client relationships; in fact we are known for the knowledge and deep understanding we have of your world.
It’s a breath of fresh air having someone at your side who specialises in partnering with people who work in creative, media, art, film, tv and tech industries. We share a common way of thinking with our clients – it’s a complementary combination.
How we work
Four simple steps
1.
Getting to know you
Understanding your needs, issues, opinions and aspirations with a particular focus on the financial / money issues.
2.
Developing tailored solutions
Having understood where you are and what you want, we develop a plan and specific proposals designed to fit with your financial needs and goals.
3.
Signing off and making things happen
We work hard to ensure you understand and agree with the proposal. Once you have signed off, we make your plan happen, implementing in the most efficient and painless way possible.
4.
Monitor and review
We build long term relationships with our clients and regularly monitor and review your financial plan to ensure it continues to reflect your changing circumstances.
Who's Who
Meet the team
We are a team of dedicated financial advisers based in London, working closely with creatively minded people. We are hugely experienced, adding value to our client relationships by doing and knowing the things you simply don’t have the time or inclination for.
Malcolm Lyons
DirectorI formed Parallel (and in its previous form, Music Media) more than 25 years ago and feel incredibly lucky…
every day to work with such great people, both clients and colleagues, who make this a fantastic place to be.
In addition to various high-level technical qualifications from The Chartered Institute of Insurance, I hold Certified Financial Planner status and qualifications from the Chartered Institute of Securities & Investments to supplement my more than 30 years’ experience in financial planning.
Outside the office, my main interest is post war and contemporary art along with plenty of time for family, friends and travel and can often be found polishing my old classic car.
Rebecca Jones
Mortgage & Property finance ConsultantI started my career in insurance and pension advice over 20 years ago but decided to specialise…
in mortgage broking and commercial property finance. I really enjoy helping people through ‘the mortgage maze’
I hold all the numerous mortgage qualifications to the highest level including Equity Release. I am also a member of the Chartered Insurance Institute and Society for Mortgage Professionals which upholds the highest standards.
When I am not helping clients, I very much enjoy cooking and reading. I also do Pilates and like to walk. With two children now at secondary school I am busy helping them with their studies and pursuits along with running my son’s football team.
Alfred Fraser
ASSOCIATE FINANCIAL ADVISERI joined Parallel in 2015 with a primary focus on investment analysis (I enjoy it, so our clients don’t have to!).
I currently hold a Master’s degree in Financial Economics from The University of Exeter and the Diploma in Financial Planning & Advice from The Chartered Institute for Securities & Investment.
In my spare time I enjoy going to the theatre, surfing and the occasional triathlon.
Anees Amin
Client Services ManagerI joined Parallel in April 2004 having worked at Standard Life which provided me with an excellent…
understanding of the financial advisory, insurance and pensions market.
I have a degree in Human Resources & Finance from Buckinghamshire University. I hold my Certificate in Life and Pensions having completed my studies from The Chartered Institute of Insurance. In my spare time, I am a proud Mum and love to socialise and have fun (when its possible!).
Jake Regnard
Senior Private Client AdministratorI joined in May 2017, having worked for a large pension administration firm, which gave me excellent…
knowledge in the pension world. I currently work within the Private Client team, assisting my colleagues and clients with their queries.
If I manage to free myself from my own true love of studying for exams, outside of work I enjoy going to the gym, playing / watching football and eating far more than I should.
Charlene Lok
PARAPLANNERI joined the Private Client team in April 2020 having previously worked for a large firm of financial advisers.
I have a degree in Biomedical Science from the University of Kent, along with a master’s degree in Health Care Management.
I am looking forward to expanding my knowledge about pensions and investments!
In my spare time I enjoy knitting and crochet projects, baking and spending time with my friends and family.
Thomas Gale
Private Client AdministratorI joined Parallel in June 2021, having recently graduated from the University of Southampton.
My degree in Physics with a Minor in Film Studies has given me a wide range of analytical skills that I enjoy using every day. I love working as part of the team, and I am looking forward to learning more and more about the world of pensions and investments and helping clients with their queries.
Outside of work, I enjoy watching films, graphic design and spending time with my friends and family.
Angelica Esquivel
Private Client AdministratorI joined Parallel in March 2022 having previously worked for an Australian Financial Planning Firm.
My background and training in finance has provided me with the abilities necessary on this field. I am keen on developing my career and gain more knowledge about investments, pension, and insurance.
Outside of work, I enjoy watching crime series, playing badminton, travelling and spending time with my family and friends.
Julia Reinvald
Executive Assistant & Business AssistantI joined Parallel in October 2021 as Business Operations Assistant having graduated with Business Management degree from Queen Mary University of London.
Coming from customer services background I look forward to supporting the team and clients.
Outside the office hours I enjoy holistic lifestyle, spending time in nature, and artisan coffee.
Nisha Azhar
Head of People & OperationsI joined Parallel in July 2013 having previously worked at a large retail bank. I have a degree in…
Business Management from my time at university.
I enjoy working in a small team as it means I get to understand the many things that go into looking after all the different types of clients we have. Outside of work, coffee, shopping and chocolate form an important part of my social life and even the occasional 10k run!