Symponia Member

Gordon Clark ( BA[Hons] DipPFS) is a highly experienced Independent Financial Adviser, with a loyal client base built up over many years, with many of his new contacts referred to him by his existing clients.

He works for Daly Harvey Morfitt, a well-known firm of independent financial advisers carrying an enviable reputation established over 30 years. Gordon has a friendly, caring & professional yet consultative style with a high proportion of mature clients. All initial meetings are complimentary regardless of the time involved and completely without obligation.

Gordon has an impressive array of qualifications, including an honours degree in economics from York University. He has recently attained Chartered Financial Planner status, recognised as the pinnacle of achievement for Independent Financial Advisers and requiring many years of dedicated additional study.

As well as providing high quality care fees planning advice, Gordon has specialist qualifications in all financial planning areas likely to be needed by elderly clients, including equity release, taxation, trust & estate planning, as well as investments & pensions.

Gordon lives in Balsall Common with Nicola and his 2 sons Jamie (11) and Robbie (10). In his spare time he enjoys his allotment. He loves country walks and plays contract bridge to county standard, having represented Warwickshire on many occasions.