Independent Financial Advisers
YOUR LIFE.
YOUR MONEY.
YOUR FUTURE.
What do you want from your life … and how will your money make it happen?
Our team of expert independent financial advisers provide specialist advice on investments, pensions, mortgages and financial planning. We’ll give you clarity and comfort about your financial future.
Making certain your money…
…gives you everything you want.
ABOUT US
In these uncertain times, here’s certainty you can rely on …
For over 25 years, we’ve been helping people plan their money. To do so, we put your life and not just your money, at the centre of our financial planning advice. Our aim is to give you certainty about how your money is working for you.
WHAT OUR CLIENTS SAY
Meet David & Helen
‘’We love our holidays and have a clear idea of how we’d like to live in retirement. Thanks to Gareth we’ve now got a 10 year plan to make sure that we can afford that lifestyle when the time comes. We wanted someone we can trust to do the right things for us. Now we don’t have to think about it anymore, we’re confident you’ll do the right things and we can just enjoy our quality of life’’.
Meet Shaun & Jemma
“Parkgate has made a huge difference to our lives because Carl helped us to buy our first home. We were first-time buyers and had never done this before, so it was really helpful to have him take us through the process. He gave us reassurance and a roadmap of what to do next”.
Meet Maggie & Andy
‘’We love our holidays and have a clear idea of how we’d like to live in retirement. Thanks to Gareth we’ve now got a 10 year plan to make sure that we can afford that lifestyle when the time comes. We wanted someone we can trust to do the right things for us. Now we don’t have to think about it anymore, we’re confident you’ll do the right things and we can just enjoy our quality of life’’.
How much is ‘enough’?
With your whole life ahead, how much money will you need?
By using sophisticated planning software, we can model your financial future. If it looks like you’re on track, we will inspire you to follow your dreams. If it seems you might not have enough, we can consider ways to improve your future.
ARE YOU …
Making the most of your life with your money?
Life isn’t a rehearsal, and every day is precious. The quicker you get expert advice, the faster you can relax knowing you have a clear path forward.
CREATING YOUR FINANCIAL LIFE PLAN
Here’s how we make certain your money is giving you the life you want.
Your Life
Everything starts with you and your life.
We get to understand what you want before we do anything.
Our Expertise
Converting theory into reality
Next we combine what we’ve learned about you with our expertise to create the plan that’s right for you.
Your Plan
It’s just a dream, without a plan
We explore all kinds of future scenarios to ensure your money is providing for the future life you want.
PLANNING YOUR FINANCIAL FUTURE
We can help you achieve your life goals, whatever they may be.
WHAT OUR EXPERTS SAY
Bill Ward, Senior Partner AIFP
Rob Whittle, Partner AIFP
Steve Braidford, Financial Planner DipPFS
Meet the Team
We are proud to have served our clients for 25 years. Speak to our experienced team of expert independent financial advisers in Chester and the North West.
Book your free meeting
Discover how you could be using your money to make the most of your life.
Arrange your free initial meeting today with one of our independent financial advisers in Chester and the North West.
Read ‘Parklife’
Sharing the latest news and views is important to us at Parkgate. That’s why we have our own magazine, written with your interests in mind. It’s yours to download free.
Neston Road
Thornton Hough
Wirral
CH63 1JF