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Gordon Tate of Prestige Wealth Planning Ltd


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Gordon Tate is an Independent Financial Adviser with Prestige Wealth Planning Ltd, providing specialist advice across Hampshire, Surrey and West Sussex on Long Term Care Fees Planning and Equity Release Mortgages, for which he has over 18 years’ experience.

Gordon is an Accredited Member of the Society of Later Life Advisers having completed his Advanced Financial Planning Certificate in Long Term Care and Protection.

Having moved his elderly parents into his own home to act as their main carer when they became infirm and unable to live independently, Gordon is now able to use that personal and hands-on experience to advise people who find themselves in a similar position, by providing help and advice of the highest quality.

He says, ‘I’m passionate about helping my clients to achieve financial well-being in later life, whether that involves planning for the future, protecting against the unexpected or dealing with current events.’

Typical clients include families who are having to arrange care and financial planning for elderly relatives and friends. Gordon will help to navigate through the bureaucracies of Local Authorities, the NHS and various care provider organisations. His experience enables him to reduce the levels of stress and anxiety by answering practical questions, providing advice and guidance and in many cases pointing clients in the right direction.

Areas where Gordon can support you

– Options for Long Term Care Funding for the over 60s

– Residual Funds Investment

– Equity Release Mortgages for the over 60s

– Inheritance Tax Planning

How to contact Gordon

Tele – 02392 983761 or mobile:- 07973713194

Email – g.tate@prestigewp.co.uk

Web – www.prestigewp.co.uk

 
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Full Address

107 Sunnymead Drive,

Waterlooville,

Hampshire,

PO7 6BP

How to contact Gordon

Tele – 02392 983761 or mobile:- 07973713194

Email – g.tate@prestigewp.co.uk

Web – www.prestigewp.co.uk

Some of Gordon’s latest thoughts