Associate and Head of Investments
Gordon chairs Barnett Waddingham’s Small Schemes Investment Committee. He monitors the SIPP market and advises Barnett Waddingham on developing its SIPP investment proposition. He regularly attends industry events and also manages strategic relationships for Barnett Waddingham’s SIPP practice, with key investment managers, platform, legal and banking partners.
Gordon has developed extensive knowledge of the SIPP market with a focus on the investments held within SIPPs and the parties used to trade in them. He has a particular expertise in undertaking due diligence on investments and in identifying potential pensions liberation cases. Gordon's clients are primarily investment managers, platforms, banks and law firms.
- compliance with FCA regulations and HMRC legislation relating to SIPP investments
- strategic relationship management
- proposition development
- due diligence on investment and investment managers
- identifying potential pensions liberation