Steve Braidford DipPFS MLIBFDirector & Financial Planner
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.
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Gareth Higton BSc (Hons) CeFA DipPFSDirector & Financial Planner
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.
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Bill WardFinancial Planner
Bill Ward has an enviable reputation of being one of Merseyside’s leading financial advisers. He has been providing independent financial advice for over 30 years. ‘Solving a problem a client doesn’t think is solvable and helping them to get the best life possible with their money. I still get a buzz from making a difference to someone’s life’ says Bill.
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Lee Travis DipFA MLIBFFinancial Planner
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.
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Alan Hodgson DipFA, MAQFinancial Planner
Originally from an insolvency background, Alan joined the firm 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.
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David Jones DipPFSFinancial Planner
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.
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Jackie Williams DipPFSFinancial Planner
Having worked in the financial services industry since 1983, Jackie brings a broad spectrum of experience to Milestone. She is diploma qualified and is currently working towards her advanced diploma. Previously, Jackie was our Head of Paraplanning, where she provided technical support when overseeing the paraplanning team.
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Matthew TaylorFinancial Planner
After graduating in 2000, Matt started working in the financial advice sector for a large multinational bank in the UK and Jersey until 2007. From then onwards, he has provided advice when holding Pension clinics for Group Schemes and by looking after Private Clients.
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Linda Fleming CeFA, CeMAP, DipFA, MLIBFFinancial Planner
Based in Central Scotland, Linda has 25 years’ experience in Financial Services. She has spent the past 15 years working as a financial planner, helping her clients to achieve their financial goals. She works tirelessly to ensure that her clients have a financial plan in place to allow them to live the life they want.
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Jenny Allen DipPFSFinancial Planner
Jenny joined the team in 2022. She has worked within financial services since 2021 and is Diploma 4 qualified. Jenny is currently working towards Chartered Status and we are pleased to advise she has been authorised as a Financial Adviser on 1st June 2023.
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Carl Gidman FPC CeMap CeRERIndependent Mortgage, Equity Release and Protection Adviser
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.
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Ross Welsh MLIBF DipFATrainee Financial Planner
Ross has worked within Financial Services since 2017 and joined us in March 2021. He has a Level 4 Diploma for Financial Advice and is a member of the London Institute of Banking & Finance. He is currently working as a Paraplanner, with his next step in the short term is to become a Financial Planner at Financial Life Planning.
Sam Braidford BA(Hons) DipPFSTrainee Financial Planner
Sam joined us as an Intern in March 2020 whilst studying for his Business Management Degree at Manchester Metropolitan University. Whilst at University he started the exams to achieve the Chartered Insurance Institute Diploma in Financial Planning which he successfully completed in April 2022. He is now working towards Chartered status. Sam is currently working as a Paraplanner, his next step in the short term is to become a Financial Planner at FLP.
Tom PriceTrainee Financial Planner
Tom joined us in June 2023 as a Trainee Financial Planner. Prior to starting at FLP he was a Membership Relationship Manager at Nationwide Building Society. He is studying to achieve his Level 4 Diploma in Regulated Financial Planning and is currently working with both our Administration and Paraplanning Teams as part of his journey to become a Financial Planner.
Oscar MacFicheallaighTrainee Financial Planner
Oscar joined us in June 2023 after completing his degree in Account and Finance at Liverpool John Moores University and is now studying to achieve his Level 4 Diploma in Regulated Financial Planning. He is currently working with both our Administration and Paraplanning Teams as part of his journey to become a Financial Planner.
Kieran O’BrienTrainee Financial Planner
Having previously worked as a Service engineer and a Printing technician, Kieran has always had an ambition to work in financial services. He joined us in October 2023 and is now studying to achieve his Level 4 Diploma in Regulated Financial Planning. He is currently working with both our Administration and Paraplanning Teams as part of his journey to become a Financial Planner.
Louis FletcherTrainee Financial Planner
Louis joined us in October 2023 after completing a BA Hons Business Management Degree at the University of Liverpool. He is now studying to achieve his Level 4 Diploma in Regulated Financial Planning and is currently working with both our Administration and Paraplanning Teams as part of his journey to become a Financial Planner.
Dave PryceOperations Manager
Dave has over 30 years’ experience working in financial services. Prior to joining the firm in 2018, he worked for several high street Banks including NatWest, Royal Bank of Scotland and The Co-operative, in both Operational and Regulatory Risk roles and HR. Dave now manages our Operations.
Samantha BooyensOffice Manager
Samantha joined us in March 2022 as our Office Manager. She has over 25 years’ experience in financial services having worked for various firms in South Africa prior to joining us.
Hayley LilliottFinance Manager
Hayley has more than 25 years’ experience working in the financial services industry and in supporting financial planners in all areas. Hayley joined us in May 2019 to help streamline reconciliation and internal finance reporting systems and has recently gained her AAT level 2 qualification.
Duncan MacDonaldFinance Assistant
Duncan joined us in January 2022 and is a valuable member of our Finance Team with a speciality in data handling and analysis. He studied at the University of Bath and has a Masters in Mathematics, which he obtained in 2021.
James OliverParaplanner
James has 23 years’ experience in the financial services industry and has gained experience of all aspects of financial planning. James is a valued member of the team as a respected paraplanner. James is also currently studying for his Diploma in Financial Planning.
Samantha YaffeParaplanner
Samantha has been in Financial Services since 2005, having worked for a number of firms in all areas of financial advice. Sam holds both the Certificate and Diploma in Financial Planning and has been a Paraplanner for the past 14 years.
Suzanne BradleyExecutive Support
Suzanne joined the firm in January 2021. She undertakes the key role as executive support to our financial planners. She brings a wealth of experience with over 30 years’ experience having previously worked for companies such as, MBNA, NatWest Bank and the Co-operative Bank.
Paula DelaneyPersonal Assistant
Paula joined us early in 2015 as a client services assistant. Bringing 30 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 RobertsAdministrator
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 Director. She is motivated to progress further by taking her RO examinations. During her time with us Ellie has established excellent client relationships and always prioritises the client’s needs first.
Jessica BraidfordAdministrator
Jess joined Parkgate in August 2019 after completing her A Levels and has become a valuable member of our Administration Team.
Jenny DalyAdministrator
Jenny has over 30 years’ experience in Financial Services working in various Administrator and Personal Assistant roles. She works closely with our financial planners and our wonderful support team.
Kim MercerAdministrator
Kim joined our Administration Team in Oct 2022. She has a background in Financial Services having worked for NatWest Bank in client facing roles for over 21 years. After having a family she retrained as Early Years Professional and worked in Education for 22 years, which included the management of a preschool.
Barry Caldow AIPWWill Writer & Estate Planner
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.
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