Our Services

Pensions & SIPPs

We help you to see what your retirement finances could look like and the lifestyle you could be enjoying.

We work with many business owners to help them buy commercial property using their Self Invested Personal Pension (SIPP)

Savings & Investments

The government gives little away so making sure your wealth is in the right place can really help boost your savings and investments.

From ISA to Offshore Bond there are products to suit various needs and circumstances.

IHT Planning

We work with clients and their family’s to help position their wealth in tried and tested Inheritance Tax saving plans.

We also work with will writers and probate lawyers to offer advice on family trust investments.

Life Assurance, Income Protection & Critical Illness Cover

Perhaps the only certainty we can plan for with our clients, it is always a starting point to any new client engagement to check that appropriate and adequate protection cover is in place to meet your needs

Corporate Financial Advice

We choose to specialise in the areas of advice we offer and our focus is more on the needs of the directors and senior management of a business rather than providing advice to the entire workforce.   

Utilising Self Invested Personal Pension (SIPP) funds to buy a commercial property that the business then rents off the pension scheme is an area we specialise in for our corporate clients. We work closely with a business’s accountant to help combine our areas of expertise and by combining our skills we often help clients reduce their tax bill by tens of thousands of pounds. 

Divorce Advice

We have assisted clients through this confusing and often painful process since the year 2000, helping to asses the accumulated wealth in pensions, savings and property over the marriage and look for beneficial solutions as to how to separate these finances in the least destructive way we can. 

Our Offices

Westgate House,
25 Westgate Otley,
LS21 3AT

How to find us

Gordian Financial Services offers face to face financial advice.

With over 30 years’ experience, find out today how we can help you achieve your financial goals.