About the Team
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 1 son recently married and the other just started at university, 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.
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 firm believer in the fit body, fit mind philosophy being a keen cyclist, runner and also plays racketball.
Gordon has been my financial advisor for nearly 10 years now, looking after both business and personal pensions and investments for me. I feel incredibly lucky to have found an IFA that I can trust and communicate easily with, that quickly understands my ever-changing needs. I have seen very good returns on all the financial products Gordon manages for me and would have no hesitation in recommending Planning Together as a long term financial partner.- Stuart Jordan