Managing Director and authorised Independent Financial Adviser, Gordon has been involved in the world of Pensions & Investments since 1987 becoming an Independent Financial Adviser in September 2000.
Gordon likes to work closely with his clients to ensure all parties understand the objectives and goals and how these are being achieved, and he is always available for his clients to make contact by phone or email. With one married son and the other recently qualified as a Physiotherapist, Gordon is very much involved with his family and their development.
Interests include golf, racquetball, tennis and cycling with the occasional venture out on his windsurfer and even sailing when the opportunity presents itself.
Gordon is a keen follower of Solihull Moors and will be found in the sponsors lounge at most home games, he also visits the Hawthorns to support West Bromwich Albion from time to time.
Julie is the Office Manager and began her career in Financial Services in 1992, with one of the big Scottish Pension Providers before joining a small firm of Independent Financial Advisers in 1994.
Julie has worked with Gordon since 2008 and they have developed an extremely successful understanding ensuring the client receives the best possible service. In addition to providing support to Gordon and his clients and to the other members of staff, Julie oversees the compliance, administration, research and back office systems.
Julie is a keen cyclist, runner and swimmer.
Anna joined us in July 2019 as an administrator, the financial services world is new to Anna so is enjoying the challenge of learning the systems, processes and terminology.
Anna was married October 2018 and enjoys her holidays and spending time with her husband and walking her two German shepherds or relaxing reading a good thriller.
Nick is a Trainee Adviser having joined in December 2018 from stockbroker EFG Harris Allday.
He has 6 years' experience in investments and financial services, previously working as dealer trading UK & overseas equities, bonds, structured products and unit trusts.
Nick holds the Level 4 Investment Advice Diploma, is progressing towards the Diploma in Regulated Financial Planning and has a degree in English Literature from the University of Sheffield.
Nick is recently married and enjoys watching West Bromwich Albion and playing football, having played tournaments in Miami and Geneva.