MEET THE TEAM

The founder and senior partner of Parkgate, Bill has an enviable reputation as being one of Merseyside’s leading financial advisers. Bill founded Parkgate in 1995 and has seen the business grow from strength to strength.

Rob is an equity partner of Parkgate and has been providing professional financial advice to clients since 1985. Rob specialises in retirement and estate planning with an emphasis on wealth management and estate transition.

Specialising in financial planning, investing, pensions and retirement planning, Steve is a Certified Financial Adviser and has been part of the senior management teams for some of the biggest advice businesses in the UK. He’s a well-known face in the financial services community.

Specialising in financial planning, investments, pensions and retirement planning, Gareth has been helping his clients meet their lifetime financial objectives since 2010, gaining a huge amount of experience working with many different types of clients.

Originally from an insolvency background, Alan joined Parkgate in November 2014. Bringing a wealth of experience, Alan deals with all aspects of financial planning for the benefit of both individual and corporate clients.

Lee began giving financial advice in 1999, and has since then held various management positions including building society manager and CEO of one of the largest training academies for financial advisers in the UK. Lee is a Certified Financial Adviser.

An independent financial adviser since 2018, David is passionate about helping his clients make sense of their financial arrangements and to actively plan for the day when they can achieve true financial freedom.

Having begun his career in financial services in 1981, Carl offers broad experience working with his clients, guiding them through the many complex aspects of mortgage planning to ensure they fully understand their options and desired outcomes.

Mark joined Parkgate in 2011 and has over 30 years’ experience in the Financial Services Industry. He worked his way through the Banking Sector and became a fully qualified IFA with high street names such as Abbey National and Skipton Building Society.

As one of our mortgage, protection and equity release specialists, Mary uses her 30 years’ experience in financial services to build lasting relationships with clients who regularly recommend new clients.

Dave has over 30 years’ experience working in financial services. Prior to joining Parkgate in 2018, he worked for a number of the high street Banks including NatWest, Royal Bank of Scotland and The Co-operative. Dave now manages our operations. Since joining Parkgate, Dave has qualified as a will writer and estate planner and is an associate member of the Institute of Professional Will Writers.

Having worked in the industry since 1983, Jackie brought a broad spectrum of experience on joining Parkgate in 2018. As Head of Paraplanning, Jackie provides technical support when overseeing the paraplanning team. Jackie is diploma qualified and is currently working towards her advanced diploma.

Danielle began her career in the financial services industry 13 years ago and has been with Parkgate for 10 years. After gaining experience within a Business Support role, Danielle progressed to Senior Partner PA before applying her skills and experience to her current role as Senior Administrator. Danielle has built strong relationships with clients and believes our clients should always come first.

With over 20 years’ experience as a regulated financial adviser, Bill brings a wealth of financial planning experience to the business. In providing internal compliance support, Bill monitors the ongoing quality and suitability of Parkgate’s Financial Life Planning to protect clients and ensure they are treated fairly in line with FCA requirements.

James has 23 years’ experience in the financial services industry and has gained experience of all aspects of financial planning. Having joined Parkgate in 2019, James is already a valued member of the team as a respected paraplanner. James is also currently studying for his Diploma in Financial Planning.

A graduate of Liverpool John Moores University, Lauren joined the Parkgate team after nearly five years in financial services. Bringing with her broad knowledge and experience, Lauren has recently obtained her certificate in financial services qualification. Lauren is now keen to undertake her RO examinations to obtain her diploma.

Joe joined our Paraplanning Team in January 2021. Even though Joe has only a couple of years’ experience in the industry he has already achieved his Level 4 Diploma in Financial Planning and is currently studying towards becoming a Chartered Financial Adviser.  Whilst he has joined our Paraplanning Team he will be assisting and learning all parts of our financial planning business.

Hayley has more than 25 years’ experience working in the financial services industry and in supporting financial planners. Hayley joined Parkgate in May 2019 to help streamline reconciliation and internal finance reporting systems. Following much success in achieving this, Hayley is now supporting the paraplanning department and learning all aspects of paraplanning and reporting.

Suzanne joined Parkgate in January 2021 and is undertaking the key role as the Personal Assistant to our Senior Partner, Bill Ward. She brings a wealth of experience to Parkgate with over 30 years’ experience in Financial services having previously worked for companies such as, MBNA, NatWest Bank and the Co-operative Bank.

Paula joined Parkgate early in 2015 as a client services assistant. Bringing 25 years’ of experience working daily with customers in the banking industry, Paula enjoys being part of a team that puts the client at the heart of everything they do. Paula’s role is to support clients with their specific and everyday needs, to process their new business requirements and to keep them up to date with all their arrangements.

Ellie started her career in financial services as an apprentice. Having excelled in the role Ellie is now a full-time administrator for Bill Ward, our Senior Partner. She is motivated to progress further by taking her RO examinations. During her time at Parkgate Ellie has established excellent client relationships and always prioritises the client’s needs first.

Nicola joined Parkgate as an Administrator in July 2020. She has 30 years of experience of working in Financial Services in administration and client service roles, with experience of both operational and regulatory risk. She has settled in quickly and is proving to be a valuable member of our team.

Jenny joined Parkgate FS LLP in October 2020. She has over 30 years’ experience in Financial Services working in various Administrator and Personal Assistant roles.

Ross has worked within financial services since 2017, primarily in the complaints sector. Having the desire to further his knowledge of the industry, he successfully completed and passed his Level 4 Diploma for Financial Advisers in 2019 and is a member of the London Institute of Banking & Finance.

He joined the Parkgate team in March 2021 and currently works as an Administrator for a number of advisers, processing business on the behalf of their clients.

Ross has ambitions to become an adviser himself in the future, working his way up through Administration and Paraplanning along the way. He also wants to take his Advanced Diploma to achieve chartered status and gain a deeper understanding of financial planning.

Jessica is one of our newest members of the support team, and performs a valuable role in completing all the behind-the-scenes projects few people see, such as ensuring all our databases are accurate and up-to-date.

Sam joined Parkgate in June 2020 as an Intern. He is currently studying for a Business Management Degree at Manchester Metropolitan University, which he will complete in 2022.

Barry ensures the highest standards of customer service in our estate planning arm, Parkgate Legal Services Limited. With a postgraduate Diploma in Management Studies – and while working as an Independent Financial Adviser and then as a Senior Manager in the public sector overseeing a multi-million pounds operation – Barry has over 30 years’ experience and an impressive record of putting customers first.