Clear Vision.Bespoke Advice for our Clients.

I have been a financial planner for over 25 years. Prior to setting up Gordian Wealth Management Ltd, I was Financial Planning Director for Close Brothers Asset Management.

I am a Fellow of the Personal Finance Society and both a Chartered and Certified Financial Planner.

My focus is to help my clients live the life they want, first and foremost, and provide them with the confidence that their assets will support this. To do this, I need to have a deep understanding of their motivations, their family, as well as their financial circumstances and experience. Technology plays a part in the planning process, through tools such as cashflow modelling software, but relationship and ongoing communication are key. Many of my clients I have looked after over 10 years, and in some cases over 20.

My clients are primarily those that have already accumulated wealth, whether via a professional career, from their own business, an inheritance or some other form of capital event. My role, typically alongside other professionals, is to help formulate a strategy which delivers on their requirements in the most efficient manner possible. Ongoing service is fundamental to being able to achieve objectives as well as adapting the plan to life changes and constantly changing legislation. Accordingly, I meet clients at least annually and usually have a number of touch points in between. I keep the number of clients I work with at a low level in order to be able to maintain high quality relationships and service.

Once a strategy is agreed, I can independently research and advise on the most appropriate investment strategies/ plans available in the market and, with the additional support of Vision Independent Financial Planning Ltd, access some of the best possible terms.

Outside of work, I have 2 teenage children and my wife, Alison, who is also involved in the business. My spare time is quite often spent out on the bike, running (with or without the dog!) or competing in triathlon.

With my years of general business experience, as a Director of Gordian Wealth Management Ltd, my key role is to assist Ed with the financial management and growth of the business.

I have provided financial and life management guidance to many UK families, often for more than one generation and assisted with wealth succession, especially landed estates and their historic contents for over 30 years.

I trained and was a partner with Saffery Champness (now Safferys) in London and Bristol, heading up the Landed Estates team in London and subsequently founding and heading up their Bristol office. In 2010, I left to join Smith & Williamson (now Evelyn Partners) in Bristol to head up their Private Wealth Team.

Subsequently, an international wealthy client, who was making some major life changes, approached me to personally run his family office. Instead of this I set up my own Family Office, Bristol Private Office Services Ltd in 2015, and that client became the first family.