Jamie Gordon - Managing Director
Jamie Gordon is a wealth manager at Lynas Vokes Investments. He focuses on providing wealth management solutions to clients in Lincolnshire and Cambridgeshire.
Together with his partners, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving.
Jamie founded Lynas Vokes Investments in 1992 and now serves over 200 clients who have trusted him with more than £150 million in assets. He uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customised recommendations designed to address each client’s unique needs and goals beyond simply investments. Offering quality, holistic financial planning an wealth management advice.
Successful individuals and families work with Jamie in long-term relationships in order to:
> Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.
> Make smarter decisions in today’s uncertain political, economic and social environment.
> Obtain an independent second opinion from a top financial advisor in their community.
Duncan Cook Dip PFS - Financial Planner
Duncan has over 25 years experience as a Financial Advisor and joined Lynas Vokes Investments in April 2006. Duncan is passionate about helping people to identify and achieve their goals by working closely with them to create and embed a long term plan that enables them to live life on their terms.
Kate Burrell - Chartered Financial Advisor
Kate has worked within the Financial Sector for more than 25 years and joined the Lynas Vokes team in January 2012. Kate specialises in advising clients how to manage and achieve their objectives during the run up to and into retirement.
Stephen Wells Dip FA - Director & Mortgage Advisor
Stephen has a wealth of experience in the financial sector, advising clients for more than 24 years and joined Lynas Vokes Investments in November 2008. Stephen specialises in all aspects of property purchase including arranging the mortgage for a very broad range of clients.
Emma Barclay - Financial Planning Support
Emma joined the team in May 2016 after completing her studies in Business and Administration. Emma is a keen traveller and enjoys attending music concerts. So far this year she has seen one of her favourite bands live 5 times and is looking forwarding to seeing them play in Las Vegas later on in the year!
Helen Atkin - Administrator
Helen is a valued member of the administration team and one of Lynas Vokes’ longest serving employees, having been a part of the team for over 10 years!
Julie Speed - Personal Assistant to Jamie Gordon
Julie joined Lynas Vokes Investments in September 2014, having previously worked as an Administrator in Local Government and Private Industry.
Julie is married and has a son. When not at work, Julie likes to spend time with her family and friends, and enjoys a good book when she has a quiet 5 minutes.
Amanda Cook - Senior Administrator
Amanda is a valued member of the administration team; having been a part of the team since 2004 Amanda is one of Lynas Vokes’ longest serving employees!
Anne Horrell - Financial Planning Support
Anne has worked at Lynas Vokes Investments for over 3 years and is a valued member of the Financial Planning Support Team.