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Gordon is a highly experienced IFA, with a loyal client base built up over many years. He has a friendly, caring and professional yet consultative approach.
Gordon has an impressive array of qualifications, including an honours degree in Economics from York University. He has recently attained Chartered Financial Planner status, recognised as the pinnacle of achievement for IFAs and requiring many years of dedicated additional study.
Fully authorised across the whole financial spectrum, including investments, trust & IHT planning, pensions, mortgages and protection, Gordon is also fully qualified to advise on long-term care funding and equity release plans.
He holds specialist qualifications in Taxation & Trusts (G10), Personal Investment Planning (G20), Pensions (G60), Investment Portfolio Management (G70), Pension Investment Options (K20), Pension Income Options (J05) Lifetime Mortgages (CF7), Home Reversion Schemes (HR1), Long Term Care Insurance (CF8) and Mortgages (CeMap).
In his spare time Gordon enjoys country walks and working his allotment in Balsall Common with Nicola and his sons Jamie & Robbie.
Contact Gordon on 01789 299655 or email Gordon here.
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