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 has been part of the senior management teams for some of the biggest advice businesses in the UK and is 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.

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.

Working within the Financial Services industry for nearly 30 years, David has been an appointed representative of Abbey Life, Royal Sun Alliance and Sage Financial Services, before becoming directly authorised in 2000, and joining Parkgate FS in 2013.

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 Office Manager. Danielle has built strong relationships with clients and believes our clients should always come first.

Paul joined Parkgate in 2009 after graduating from Liverpool University with a 1st Class Honours degree in Mathematics. As Head of Technical, Paul provides support for the advisers, oversees the Investment Committee and is the dedicated paraplanner for Parkgate’s Senior Partner, Bill Ward. Paul is a Chartered Financial Planner and a Fellow of the Personal Finance Society, the highest qualification level awarded by the Chartered Insurance Institute.

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.

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.

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 assistant paraplanner. James is also currently studying for his Diploma in Financial Planning.

Hayley has 25 years’ experience working in the financial services industry and in supporting financial planners. Having joined Parkgate in May 2019 to help streamline reconciliation and internal finance reporting systems – and following huge success in achieving this – Hayley is now supporting the paraplanning department, in particular ensuring that client reviews are as clear as possible for everyone.

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.

Having worked in financial services for over 16 years – for McEwan Wallace and Pannells Financial Planning – Sarah joined Parkgate as a Client Services Assistant, a role she is performing whilst continuing her studies for her diploma in her spare time.

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.

Sophie has recently joined the Parkgate team having completed her A-Levels. She supports the personal assistants with their administrative tasks, and is quickly familiarising herself with industry practices, also becoming adept at dealing with insurance companies and product providers to extract the information we require from them.

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.