MIKE ROSS - APFS

DIRECTOR / CHARTERED FINANCIAL PLANNER

I have been employed within financial services for 34 years, with 24 of those being in the independent advisory sector and 10 in the insurance company sector.

During this time I have successfully achieved Chartered Financial Planner status, which is recognised as one of the highest level qualifications available to advisers. Most recently, in 2011, I became an affiliate of the Society of Trust and Estate Professionals, by examination.

Whilst there is no substitute for experience, I have always thought that professional qualifications were important and am pleased to see this recognised this through the introduction of higher minimum standards for advisers.

Prior to founding Parkway I spent 13 years at a successful regional IFA where I operated as a director from 2005.

LEE HANSON - APFS

DIRECTOR / CHARTERED FINANCIAL PLANNER

I have been working in financial services for 31 years the last 23 of which have been spent as an advisor. Initially I worked for a large life assurance company for eight years in a variety of office based roles before making the transition to being an advisor.

Having gained a number of years of broad advisory experience, the last ten years have seen me gravitate towards the retirement (both pre and post) planning. I am also a firm believer in academic achievement to complement my experience and as such I have undertaken a number of professional examinations.

GREG FARRAR - DIP PFS

DIRECTOR / FINANCIAL PLANNER

I have worked within independent financial advisory firms since completing my Economics degree in 2000, with my first introduction the world of work being as a graduate trainee adviser.

Subsequently, I have worked in both the research department of a national advisory business and prior to joining Parkway I spent 5 years advising clients on behalf of long established regional firm.

Whilst the majority of my career has involved directly advising clients, I am happy to retain a foot in the ‘technical’ camp, with additional responsibilities for researching and approving investment and financial products for use by the company's other advisers.

RICHARD BARTHORPE - DIP PFS

FINANCIAL PLANNER

I joined Parkway in summer 2015, having worked as an independent financial advisor for 24 years. Initially this included roles with two high street banks, and more latterly I worked for a provincial Yorkshire based IFA business for 15 years, during which time I worked alongside Lee Hanson for 9 years.

My focus has always been offering well-constructed unbiased solutions to clients planning needs, together with building and maintaining long term relationships and providing “old fashioned” personal service.

DANIEL JACKSON – DIP PFS

FINANCIAL PLANNER

I joined Parkway Financial Planning in Spring 2019 having worked in financial services for the last 20 years. The majority of this time was with a well-known high-street bank, during which time I carried out a range of managerial roles in both retail and commercial banking. I have worked in a financial planning role for the last 3 years

I am passionate about pursing academic achievement to complement my industry experience and therefore, I am sitting the additional examinations required to achieve chartered status as a financial advisor.

I take pride in providing outstanding support for my clients by offering them well constructed, unbiased solutions, as well as building and maintaining long term relationships.

WENDY BURTON

OFFICE MANAGER CERT CII

I joined Parkway as a part of the acquisition of Gill & Partners in Teesdale, where I was employed for over 15 years.

Whilst I have previously operated as both office manager and mortgage adviser, my role now focusses on the smooth running both the offices of our enlarged business, whilst building and maintaining strong relationships with clients old and new.

PAULINE RUTTER

ADMINISTRATOR

Like Wendy I also joined Parkway as a part of the acquisition of Gill & Partners in Teesdale, where I was employed for over 10 years.

Alongside Wendy I am responsible for ensuring that administrative functions within the business run smoothly. My role also involves frequent contact with our clients and offering a friendly and personal service is very important to me.