Gordon Tate
Independent Financial Adviser @none
Portsmouth, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2016 — Present
Independent Financial Adviser @none
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We offer independent financial advice to clients in Hampshire, West Sussex and Surrey. We specialise in providing expert advice and guidance in the areas of Long Term Care fees planning, Equity Release mortgages, family & corporate protection, savings, investments and pensions.The first hour of our initial consultation is at our expense in order to allow you to decide if we can be of assistance to you.
SKILLS
Long Term CareRetirement PlanningProtectionTerm Life InsuranceFundingPersonal FinanceProtection Planning/Family SecurityInsuranceInheritance Tax PlanningWealthIncome ProtectionPortfolio ManagementBridgingFinancial AdvisoryFinancial AdviceSmall BusinessAsset AllocationMutual FundsSavingsUnit TrustsFinancial PlanningWhole LifeMortgage LendingFixed Rate MortgagesLong-Term CareSecuredWealth ManagementFinancial AnalysisInvestment StrategiesPensionsBuy-Sell AgreementsHigh Net Worth IndividualsWealth PreservationRetirementStrategic Financial PlanningRemortgagesWealth Management ServicesRetirement Income StrategiesEmployee BenefitsMortgage
ABOUT GORDON TATE
Hello and thanks for viewing my profile. I am passionate about helping clients to…
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