Gordon has worked in financial services for over 20 years. Based in Hertfordshire, Gordon provides advice on all areas of wealth management, including Investment Planning, Inheritance Tax Planning and Retirement Planning, within London and throughout the Home Counties.
As well as achieving Chartered Financial Planner status, which is the industry’s gold standard for financial planners, and is currently held by only a select number of individuals and firms in the UK, Gordon has also reached the status of Fellow of the Personal Finance Society.
As a Senior Partner Practice of St. James’s Place Wealth Management, Gordon’s emphasis is on maintaining a long-term relationship with his clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
Outside of his business, Gordon exercises regularly, plays golf, skis and he has recently passed a Padi open water scuba diving course.
Peter has worked in the financial services industry for over 25 years. He began his career with the life assurance company, Provident Mutual as a trainee actuary before moving into the fund management industry. Here he worked for over 20 years with Newton Investment Management. His roles as an investment strategist and fund manager with Newton help him to provide clients with an invaluable understanding of how market behaviour can influence their savings and investments.
Peter has a degree in Economics and Econometrics from Nottingham University, is a Chartered Financial Analyst and an Associate member of the Chartered Institute of Securities and Investment.
Peter lives in St Albans and works with clients both in and around the London area.
When he is not working, Peter enjoys spending time with his wife and two teenage boys. He has carelessly agreed to his sons challenge of completing a 10km assault course with them in 2019.
Maxine joined the Chasebridge Team as Office Manager in 2017 after a career change from Project Manager working in the IT industry. She is passionate about ensuring the Practice runs smoothly to provide outstanding customer experience.
In her spare time Maxine likes to run, ski, scuba dive, travel when possible, and spend time with friends and family.
After a four year career break Pippa joined the Chasebridge Team in 2017 as Practice Administrator. She has a keen eye for detail and is passionate about offering our clients outstanding service and support.
When she is not working Pippa is a busy mum to three girls and enjoys spending time with her family.
Nikki joined the Chasebridge Team in October 2018. She has previous experience in the Financial Services industry working in several administrative roles. They include being a branch Administrative Manager and working in London for an Independent Financial Adviser setting up his administration process.
In between her roles, Nikki has started a family and has two two teenage boys. She enjoys socialising with friends and family and rare cosy nights in.
Rosie joined the Chasebridge Team in May 2019 and has worked within Financial Services for several years. She started her career in Financial Services with a well-known insurance provider as an apprentice and worked her way up to Head of Complaints for a busy department. She has since worked for an Independent Financial Advisory firm supporting up to four advisers and gaining whole of market financial experience.
In her spare time, Rosie is an amateur make-up artist and into alternative therapies such as Hopi ear candling.
Samantha has worked in the Financial Services industry for several years. For most of those years she has worked in the Marketing sector where she has experience in many areas of marketing, including campaigns, communications, digital and events.
In Samantha’s free time she enjoys cooking, dining out, attending gym classes and going on holiday.