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01943 871788


When do you want to retire and how much income will you need?

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How much cash would your family need to maintain their current lifestyle if you die prematurely?

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Are you making the best use of any spare capital or surplus income?

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Our People

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.

Terry Lambert, Independent Financial Adviser
Tel. 07710 344756
Darren Stevenson, Independent Financial Adviser
Tel. 07811262474
Sean Gilks, Independent Financial Adviser
Tel. 07775737778
John Mallinson, Independent Financial Adviser
Tel. 07711420480
Alan Parkin, Independent Financial Adviser
Tel. 01943 871788
Mobile. 07973 748742
I was awarded a VouchedFor Top UK Adviser Award in the Sunday Times on 10th April 2016; The Mail on Sunday 27th September 2015 and awarded VouchedFor Top UK Adviser in the Sunday Telegraph 29th March 2015. My Review Score is currently 4.8 out of 5 for customer satisfaction.

I have been in this business for 27 years and predominantly Advise clients and work with Accountants on Savings, Pensions and Investments. I Advise those wanting to Save for their Retirement; those approaching Retirement and those in Post Retirement, along with the New Pension Freedoms that came into force in April 2015. I also advise on Auto Enrollment Pensions for Employers.

I also Advise on Shareholder Protection and Partnership Protection for businesses to help them achieve an exit or succession strategy for the family. I also Advise on Relevant Life policies for Directors.

I Advise on Family and/or Business Protection; also Mortgage Protection such as Life cover, Critical illness cover and protecting your income in the event of Illness or an accident that prevents you from working.

Vista Financial Management Ltd are Independent Financial Advisers, and are Whole of Market Advisers; and NOT Restricted Advisers.

I like to talk in language that people understand without all the technical jargon that's about; i draw pictures rather than use the laptop to offer a friendly professional service proposition, with many satisfied clients. If you like the way i conduct myself; then leave a review and tell others............ Kind regards to all who view me. Alan

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Reviews and Ratings for Financial adviser Alan Parkin, Leeds
Simon Horsfall, Independent Financial Adviser
Tel. 07841709633
Jude Riley, Independent Mortgage Adviser
Tel. 07737075658
Nash Mistry, Independent Mortgage Adviser
Tel. 07971153973
Manu Ahir, Independent Mortgage Adviser
Tel. 07976694839
Janet Sobanska, Independent Mortgage Broker
Tel. 07770583814
Andrew Fone, Independent Mortgage Adviser
Tel. 01943 871788
Mobile. 07835 001250
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