Our Team
Specialists In Your Corner
We've structured our business to provide you with the best possible level of support and continuity. Our aim is to build a long-standing relationship with you and in that vain, we have aligned our resources in order that you can be sure of who will be working with you on your referral.
The Gateway Team
Operations Manager
Richard Peterson
Operations Manager
Joined - coming soon
Details coming soon.
Pension Team (North)
Dean Hepburn
Pensions Adviser
Joined 14th January 2008
Dean covers all aspects of pensions advice including pensions affected by divorce, switches, occupational pension transfers, drawdown and phased drawdown, 3rd way products and annuities.
Toby Sandall
Pensions Technician
Joined 20th December 2004
Having been focused on pensions since joining, Toby has progressed as a paraplanner and is now also working closely within the team to develop Gateway’s small annuities proposition which is expected to lead to Toby becoming an annuity adviser in due course.
Pension Team (South)
David Fitches
Senior Technical Adviser
Joined 6th September 1999
As Supervisor, David has oversight of the Pension advisers pulling them together with a uniformed approach to ensure consistency and quality in the advice process. As well as this, David brings considerable experience and expertise in his role as adviser.
Sarah Bardsley
Team Leader / Senior Pensions Technician
Joined 14th April 1997
Sarah is a senior paraplanner who works mainly with Advisers and clients who are seeking advice about their pensions or retirement. She also manages a team of administrators and paraplanners within the business.
-
Andrew Wynne
Trainee Pensions Technician
Joined November 2010
Andrew works exclusively on supporting pensions advisers through his paraplanning skills and activities. He joined the team on a permanent basis in 2010, but he has been working with the team throughout his time at university on a part time basis, when he worked in many different areas of the business.
Equity Release
Long Term Care
Nicola Campbell
Equity Release and Long Term Care Adviser
Joined 8th November 2004
An Equity Release specialist, Nicola has broadened her skill base by now including Long Term Care within her permissions. A highly skilled and sensitive adviser, ideally suited to dealing with the older generation in a plain speaking and clear manner.
Administration Support
Benjamin Thorley
Senior Administrator
Joined 20th August 2007
Ben covers all aspects of administration support across all of Gateway’s propositions. He is always happy when talking with customers and is keen to ensure that Introducers and clients are ‘delighted’ by the service he provides. Ben also heads up the administration support provided as part of our Annuity services
-
Stephen Wood
Administrator
Joined January 2011
Stephen is also one of the first line contacts at Gateway, and he spends much of his time speaking to customers about Gateway’s services. He works with technicians and advisers to ensure that customers and clients receive a first class service.
Tayebba Qureshi (Tabs)
Administrator
Joined 9th August 2010
As a part time administrator, Tabs is focused largely on our annuity proposition but also is able to support the Pensions Team when required.
Carolyn Stakes
Administrator
Joined September 2010
A multi-faceted role, Carolyn is heading up the equity release administrative support during Mandy’s maternity leave whilst supporting the pension team and ensuring that commissions and fees are chased and processed effectively.
-
Emma Boak
Administrator
Joined February 2011
Emma works within the annuity proposition as an administrator, communicating with clients, and speaking with them daily to discuss their annuity choices at retirement.
-
Christopher Lowe
Administrator
Joined February 2011
Chris works within the annuity proposition for most of his core administrative duties and he speaks to clients regularly about their annuities and pension pots.
Contact Us