29/05/2010
Parkgate Financial Solutions now have a Members Area where clients can log in
and update their personal information by submitting the relevant form.
28/05/2010
Parkgate Financial Solutions now have an Employment & Oportunities page
which has a form that can be submitted for enquiries.
27/05/2010
Parkgate Financial Solutions have now released a copy of the Service Proposition
which is available on the relevant page.
30/04/2010
Parkgate Financial Solutions issues the second newsletter, (April Edition),
informing our clients of the latest news within the financial arena.
16/04/2010
Parkgate Financial Solutions now have a new Client Agreement which is available
on the relevant pages.
04/01/2010
Parkgate Financial Solutions now have a new Client Agreement & About Us
documents which are available on the relevant pages.
19/10/2009
The new contact form has gone live which enables clients to contact Parkgate
without using an email client.
05/10/2009
Parkgate Financial Solutions issues the first newsletter informing our clients
of the latest financial news on ISA's.
01/09/2009
Parkgate Financial Solutions now have a new Client Agreement & About Us
documents which are available on the relevant pages.
01/08/2009
Parkgate Financial Solutions employs OPAL consulting to conduct a Business Development
program.
23/07/2009
Parkgate Financial Solutions re launches at the Village hotel in Warrington.
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 closed.
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.
15/12/2006
New office opened on Knutsford Road, Grappenhall, Warrington. Parkgate Financial
Solutions are now available in Warrington, led by Jim Gibbons (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.