Parkgate Financial Solutions - Independent Financial Advisors

CORPORATE

Tel:	01925 600665
Fax:	01925 600556

Email
post@parkgatefinancialsolutions.com

Parkgate Financial Solutions
Independent Financial Advisers.

Parkgate was formed following around 60 combined years of experience in Blue Chip Investment Institutions. Following nine years of trading and a strong commitment from the practice to provide high levels of service, the client base has steadily grown to over 3000 policyholders who enjoy regular plain English financial planning reviews.

This site is directed at UK residents only

29/09/2008

We would like to welcome Gary Cooper onto the staff at Parkgate Financial Solutions. Gary has joined the company to take charge of the IT and Accounting matters and will help develop the use of Intelliflo within the company.

18/07/2008

The Allerton office has now been moved to the new Childwall Office, Liverpool.  Carly Butler & Karl Briscoe will be based at 18 Childwall Abbey Road, Childwall, Liverpool.

03/09/2007

We would like to announce that Parkgate Financial Solutions LLP has teamed up with Intelliflo to provide the company with state of the art back office software for financial advisers which will benefit both the adviser and the client.
Intelliflo won the 'Best Technology Software Provider' in the Professional Adviser Awards 2007.  The back office system is very versatile and is accessed via the internet.

10/01/2007

New office opened in Crosby, Liverpool.  Steve Johns will now be based at 42 Crosby Road North, Crosby, Liverpool.

15/12/2006

New office opened on Knutsford Road, Grappenhall, Warrington.  Parkgate Financial Solutions are now available in Warrington, led by Jim Gibbons (Partner).

10/07/2006

New office opened on 208a Telegraph Road, Heswall, Wirral.  It will offer the full range of Parkgate's Financial Solutions at a new convenient outlet, led by Bill Ward (Partner).

23/05/2006

Jim Gibbons presented a successful 2-day financial retirement planning course for retiring police officers at the Police Training HQ.

31/05/2005

Parkgate Financial Solutions launches new web site

17/02/2005

Parkgate Financial expands sales force further and welcomes Karl Briscoe and Steve Johns onto the sales team

Mortgages		Investments		Protection		Tax		Pensions		Corporate

IFA Promotion Ltd Parkgate Financial Solutions LLP is an appointed representative of IN Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Services Authority.
Registered Address: 1st Floor, 99 Knutsford Road, Grappenhall, Warrington, Cheshire, WA4 2NS.
Tel: 01925 600665 Fax: 01925 600556
Registered in England & Wales. Registration Number:OC307546
Email: post@parkgatefinancialsolutions.com Web: www.parkgatefinancialgroup.co.uk