MEET THE TEAM
Steve Braidford DipPFS MLIBF Director & 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.
Gareth Higton BSc (Hons) CeFA DipPFS Director & 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.
Bill Ward Financial 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.
Robert Whittle Financial Planner
Rob 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.
Lee Travis DipFA MLIBF Financial 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.
Alan Hodgson DipFA, MAQ Financial 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.
David Jones DipPFS Financial 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.
Jackie Williams DipPFS Financial 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.
Matthew Taylor Financial 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.
Linda Fleming CeFA, CeMAP, DipFA, MLIBF Financial 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.
Martin Sharp DipPFS Financial Planner
A lifetime experience as a financial adviser enables Martin to provide professional, friendly advice to both business owners and private clients.
In recent years Martin has specialised in advising SMEs and sole traders but is equally comfortable helping private clients with their retirement and financial planning requirements.
Carl Gidman FPC CeMap CeRER Independent 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.
Dave Pryce Operations 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 Booyens Office 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 Lilliott Finance 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.
James Oliver Paraplanner
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 Yaffe Paraplanner
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 11 years.
Chris Slack Paraplanner
Chris joined the firm in February 2023 and has worked within the financial services industry since 1987. He has gathered excellent knowledge and communication skills in various roles over the years. He uses these skills in his current role as paraplanner, helping provide technical support and experience for our financial advisers
Jenny Allen Paraplanner
Jenny joined the team in 2022. She has worked within financial services since 2021 and is Diploma 4 qualified. Jenny is working towards Chartered Status and is currently gaining further experience as part of the paraplanning team, before moving on to advising in the near future.
Suzanne Bradley Executive 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 Delaney Personal Assistant
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 Roberts Administrator
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.
Jenny Daly Administrator
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.
Ross Welsh Trainee Paraplanner
Ross has worked within financial services since 2017. He successfully passed his Level 4 Diploma for Financial Advisers in 2019 and is a member of the London Institute of Banking & Finance. Ross is a Trainee Paraplanner for a number of advisers. He has ambitions to become an adviser himself in the future, working his way up through Administration and Paraplanning along the way.
Sam Braidford Trainee Paraplanner
Sam joined the team as an Intern and has been promoted to Trainee Paraplanner. He is currently studying for a Business Management Degree at Manchester Metropolitan University. Sam has also passed his final exam with the Chartered Insurance Institute and is now Diploma qualified. His next step is Chartered status.
Barry Caldow AIPW Will 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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