Want to talk about how you can enjoy a more comfortable retirement and help your family?
Welcome to
Here at Gordon and Gray Newcastle, our professional advice – considerate, caring and personal – is designed to deliver financial security, especially in retirement.
But we go further. We specialise in working with families – working across generations to achieve financial security for our clients and those they care about.
Our Aim
We want you to feel secure and in control of your financial situation, both today and in the future. This is achieved through an open relationship based on trust. We want you to ask questions so that you’re completely happy with our recommendations and strategies.
WHAT OUR CLIENTS SAY
Client Testimonials
It's personal
At Gordon and Gray we have deep personal and business ties running through the Newcastle community. Over the years we have helped family members, friends and work colleagues of current clients with their retirement planning. What better way to find your life long Financial Adviser than via a referral from a trusted source?
Retirement and Inheritance Planning
We specialise in pre-retirement and retirement financial planning. We also provide expert advice around inheritance – whether you are receiving a lump sum or preparing to transfer your assets. We help you determine the right timing and approach to make the most of it.
Loyalty and longevity
What’s the fact we’re most proud of, over 90% of our clients have been with us for more than 10 years. We build long-term advice relationships – helping our clients and their families.
We believe in professionalism
Our academic qualifications, experience and commitment to ongoing education ensure our clients receive only the highest quality strategic financial advice.
Connecting with our clients is just the beginning
We encourage clients to ask questions so they can understand our strategies and recommendations.
A focus on financial security
For many of our clients, retirement is not just about having enough money to live the lifestyle they choose. It’s also about creating a retirement free of financial worries and having peace of mind.
Investment expertise
There are two elements to any advice relationship. Developing the strategies to achieve your goals and deploying investment expertise to deliver on those aims. We access up to date research to offer you optimal investment choices – across all investment structures.