Meet The Team
Gordon has worked within the Financial Services industry for over 20 years after leaving University where he attained a BA Honours degree in Financial Services. In this time he has worked for large corporates, which include Clerical Medical, HSBC Bank and Price Waterhouse Coopers, as well as some smaller IFA practices sat alongside top London Accountancy firms. This broad experience has enabled him to develop his skills across a vast area of client planning matters and not just specifically relating to financial services.
In addition to achieving a BA Honours degree Gordon has continued his professional development by sitting many professional financial planning exams to achieve Diploma status within the industry and is now only 1 paper away from achieving Chartered status. Gordon’s main area of expertise is in retirement planning which began when he worked for Clerical Medical.
For the last 6 years Gordon has jointly managed Attain Wealth Management with his business partner Robert to create a fast growing, client focused, financial services business. Their passion to help clients achieve their goals and manage their financial lives continues to grow every year and the continued care for all clients has never changed.
Gordon is married with children and spends most of his spare time with his family or walking their dogs. He has always been a keen sportsman, but now finds it is easier on the body to stay fit by running cross country and taking part in charity walks, rather than getting stuck in on the rugby field. When time permits he can be found enjoying his other sporting passion of golf.
Robert has worked for both national and regional firms of financial advisers, providing advice predominantly to private clients for over 20 years. He began his career following the completion of his Financial Services degree from the University of West of England. He has continued his on-going development by sitting the industry's professional qualifications achieving the Diploma in Financial Planning (DipPFS).
Robert sees the importance of providing a holistic service as key to developing a trusted and long standing relationship with his clients. He lives with his family in Surrey.
Lindsey joined Attain Wealth Management in March 2012 after spending 8 years working for a Private Investor Network, where she gained a broad knowledge on investment philosophy and compliance as well as spending a large portion of her time managing client’s needs. Lindsey is now responsible for the overall management and oversight of the day to day running of Attain Wealth Management and the administration team. Whilst running the business takes up a large portion of her time she is still able to work closely with Robert and Gordon, getting involved with assisting their client’s which is something she really enjoys.
Lindsey continues to expand her knowledge on broader financial services matters and is a very important part of the business and someone reliable for anyone to approach. She has a strong desire to ensure Attain Wealth Management continues to meet its key objective of providing the best service possible within the industry.
Her interests outside of work are keep fit by attending a local gym and worldwide travel to those places that most of us never get a chance to visit.
Matthew joined Attain Wealth Management in January 2013 as an Independent Financial Adviser, after completing his Diploma in Financial Planning whilst working with his father, a forty year veteran of the financial services industry. Matthew can now boast an industry lineage stretching back three generations with some clients having worked with the family for over 30 years. He deals with all aspects of the financial services arena but specialises in the long term care sector. He is married with two children. In his spare time, when the weather permits he enjoys surfing and relaxing with his family.
Paul has over 15 years’ experience in the financial services industry in a number of Independent Wealth Management and accountancy firms. Through various technical and advisory roles, Paul has developed an extensive knowledge of financial services specialising in Pensions.
Paul has been at Attain Wealth Management since 2015 and heads up the Paraplanning team providing technical support to the advisers.
A BA (Hons) Economics graduate and Chartered Financial Planner, Paul was also a previous winner of the Money Management Investment Companies Planner of the year award. Away from work Paul enjoys spending time with his young son and playing table tennis.
Jenny joined Attain Wealth Management in April 2016 having spent 12 years working for a highly regarded firm of Stockbrokers and Investment Managers in London. Since joining, Jenny has broadened her knowledge and experience of the financial services sector as a whole, and provides a high level of administrative support to clients, advisers and product providers alike.
Jenny lives in Leighton Buzzard with her husband and daughter. In her spare time, she enjoys researching her family history and swimming to keep fit.
Stephen joined Attain Wealth Management in October 2016 and has extensive experience of working in the financial services industry with Equitable Life Assurance Society, HBOS, Lloyds Banking Group and State Street Bank and Trust. Previous roles have included cash management, bank reconciliation, corporate reporting and pensions . Stephen’s knowledge and experience enables him to support Lindsey Taylor, the Operations Director in various projects and general administrative duties.
During his spare time Stephen enjoys playing snooker, reading and listening to music.
Emma joined Attain Wealth Management in October 2017 as Administration Team Leader, overseeing the administration team to ensure all tasks are dealt with efficiently whilst also handling new business, valuations and general queries. Emma has worked in the Financial Services industry since 2010, providing high level administrative and paraplanning support to advisers and clients. Emma lives in Leighton Buzzard with her fiancé. In her spare time she enjoys cooking, seeing friends and travelling.
Our Resource Centre has been designed to provide our clients with access to our personal finance magazines and financial guides which are packed full of informative and relevant financial news.
Attain Wealth Management was jointly founded by Gordon Crothers and Robert Price to provide a proactive and professional service to all clients, old and new.