With over 20 years’ experience within the financial services industry, and a Diploma in Business Studies, Gordon joined Portland Wealth Management in 2010.
He gained his first few years’ experience in banking, and then moved to a long and varied career with a major pension provider covering all aspects from administration and client services to project management.
He is involved with ensuring we provide a high level service to all our clients. He has been responsible for the planning and implementation of many processes as well as overseeing client and provider correspondence on a daily basis.
Gordon is very organised and likes to run a very efficient and effective operation, and enjoys dealing with clients and providers alike.
In his home life, Gordon enjoys running, swimming, reading and spending time with family and friends.
Expertise
- Client Relations
- Communications
- Compliance
- Technical Analysis