Who we are
We're here to help you navigate every step of your financial journey! Reach out to our friendly team anytime, and let us know how we can assist you in achieving your goals.
Meet Lyndon Gough: Your Local Financial Expert
Say hello to Lyndon Gough! With 20 years of experience in the financial services world, Lyndon is someone you can trust when it comes to managing your money. He started his journey as an Independent Financial Adviser, where he really learned how to personalize his advice to fit the needs of each client. Before that, he worked in private banking, focusing on helping high net worth clients achieve their financial dreams.
What makes Lyndon really special is his approach to building relationships. He loves getting to know his clients, which allows him to offer advice that truly aligns with their financial goals. For Lyndon, it’s all about creating a plan that feels right for you!
Lyndon’s life isn’t all about numbers, though. He’s happily married to Kerrie, and they are proud parents to three children! Originally from Ebbw Vale in the beautiful South Wales Valleys, Lyndon moved to Cheltenham in 2000 to study Business & Finance. It was there that he met Kerrie, and after making lots of memories together, they decided to move to Cornwall in 2009.
Beyond work and family, Lyndon is deeply committed to his local community. He spends some of his free time coaching local rugby team, sharing his passion for teamwork, dedication, and fun with the kids.
At the heart of it all, Lyndon’s main goal in life is simple: to have a happy and healthy family. With his blend of professional expertise and personal values, Lyndon is not just a financial adviser; he’s a friendly face ready to help you every step of the way!
Meet Kerrie Gough: Your Friendly IFA Administrator
Say hello to Kerrie Gough! As a dedicated IFA Administrator, Kerrie plays an essential role in supporting her husband, Lyndon, in their financial services business. With experience since 2013, she loves connecting with clients and making sure everything runs smoothly behind the scenes.
Kerrie earned her business degree at Gloucestershire University, and her expertise shines through in every task she tackles. She’s passionate about helping clients get the best service possible, ensuring that Lyndon’s financial advice is delivered seamlessly.
Originally from picturesque Cornwall, Kerrie lived in Cheltenham for ten years before happily returning to her home village. She and Lyndon are proud parents to three wonderful children, creating a lively and loving household.
In her free time, Kerrie loves to stay active! She enjoys keeping fit through walking and working out, planning family holidays, and spending quality time with her loved ones.
Kerrie Gough is not just a skilled professional; she’s a warm-hearted individual who brings a cheerful spirit to her work and her family life!
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!