About Gordian

About us

Our Values

As a family run business we hold simple but important values based around trust and transparency, enabling us to build and maintain a long term relationship with you. We achieve this by delivering the right advice at the right time to meet your needs. This has enabled us to continue to serve clients and their families over the decades, increasingly providing advice to multiple generations of the same family.

We treat each client as individuals and your plans will be tailored to your needs.

You will receive advice, support and servicing from one adviser, not a faceless call centre structure.

Meetings with your adviser will be arranged to suit your needs and the service level you engage with us under.

We operate a transparent charging structure.

Online valuations are available within our centralised investment and retirement propositions.

Regular news letters giving a personalised update to global economic news.

About Us

Our History

My wife and I run Gordian Financial Service Ltd. and we have worked together since 2011. Kerrie is the Office Manager and administrator and I deliver the regulated advice to our clients. We are joined in the office by our two dogs, Maggie and George, the meet and greet team for our client review meetings held at the office.

When not in the office you can find us out and about walking with the dogs. Kerrie has a keen eye for interior design and enjoys cooking and eating out. I enjoy Kerrie’s cooking and eating out which is why I also have to enjoy road cycling to balance things out. I split Lands End to John O’Groats into 2 self supported weeklong adventures in 2021 and 2022 and raising over £6,000 for MIND and other charities along the way.

About Us

Who is Gordian Financial Services?

We are an independent financial advisory firm regulated by the Financial Conduct Authority. Our firm’s reference number is 501873. If you wish to view our firm on the FCA website this link will take you to the Firm Search page and you can enter our Firm Reference number here. 

Being independent means that we work for you, we look at the whole of the market place and can provide you with a solution that is tailored to your needs and not just a pre designed product a tied advisory firm has on the shelf to fit you into their way of doing things.

We are directly authorised which means that we are responsible for and manage the reporting and accountability directly with our regulator. We do not handle client cash, we are the conduit between our clients and the investment and pension firms we recommend. This means that our clients have the same level of protection as a large regional or even national advisory firm, but with us, creating and maintaining trust with our clients is very personal.

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Our happy clients

Testimonials

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Get in touch today to find out how Gordian Financial Services can help you

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,
Leeds,
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.