Senior Partner Practice of St. James's Place Wealth Management
Paraplanner Gordon began his financial career in 2008 as an insurance underwriter. His experience in property, brokering and business development supported his progression into financial planning, an area that he has always had a passion for. After spending time in Barcelona and Marbella working in corporate financial planning, Gordon returned to the UK in 2019 and shortly after joined the team at SRB Wealth Management.
With ambitions of achieving Chartered and Fellowship status, Gordon is working towards a Diploma in Regulated Financial Planning and holds qualifications including CII Certificate of Insurance, Level 3 NVQ in Financial Retail and RO1, RO2 and RO4.
Gordon is a keen sportsman. As well as teaching youth basketball, he enjoys a regular game of 5-a-side football and plays at amateur level, too. With a milestone birthday on the horizon however, his dream of that premiership signing may be moving slightly beyond reach. He still has a career in music to fall back on though as Gordon is a singer and gigs most weekends, across the UK.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
SRB Wealth Management Ltd is registered in Scotland, Number SC383253. Registered Office: 2 Duncansby Drive, Blantyre, Lanarkshire, G72 0GH, Scotland.