Areas of expertise
Individuals and families; trusts; charitable funds; self invested pensions.
Gordon provides investment advice to a broad range of individuals, families, trusts and charities. Working with clients to understand their individual needs, he constructs and manages bespoke, long-term portfolios with exposure to a wide variety of financial assets. Gordon takes great pride in providing a thoroughly professional, highly personal client service.
- Managing portfolios across multiple generations of families, involving succession planning.
- Helping grant-making charities meet cash flow requirements.
- Restructuring portfolios, taking into account changing circumstances.
- Fellow of the Chartered Institute for Securities & Investment (CISI).