Advising clients for over 25 years

Longest Established Financial Advisors Firm in Sutton Coldfield

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Here to help you make the most of your money

while providing you with our first-class service

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We work with a wide variety of clients in a broad range of circumstances

Please see the “Who we work with” or “Specialist advice” sections to find out more

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Excellent

Jordan Financial Management

Based on 102 reviews

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My wife and I have been clients of Jordan Financial Management for many years, so we are in an excellent position to recommend them wholeheartedly. On a regular basis, we are given thorough information and professional guidance based upon our perceived needs and the use of accurate financial data. Our financial situation is projected forward to give a clear picture of our future position, so that any necessary action can be taken in good time. They have also given invaluable guidance in the preparation of our wills and the creation of a family trust.They clearly have our best interests at heart and have led us to a comfortable retirement!

We can recommend using Jordan financial management wholeheartedly. We find Neil friendly, professional, and well prepared. He always listens and reacts to our changing needs and offers options to suit us (and in language we can understand). The detail of information provided using their software is also so reassuring as our circumstances change.

For many years now Neil has provided excellent advice to organise our financial affairs and associated matters. Now as we approach our senior years the emphasis is on protecting our investments and providing for our children and grandchildren. Everything is always thoroughly explained in easily understood terms. We are extremely grateful to Neil and all at JFM for many years of advice and it is very reassuring that the same excellent advice is now being given to our children and their families.
Thank you to all at JFM..

Explanations on our investments we're explained well, verbally and graphically. All our questions/ concerns asked were answered to our satisfaction.

Friendly, concise and absolutely professional, I feel very lucky to be able to take the advice of this wonderful company.

Neil always talks in terms I can understand. The software he uses shows my future finance very clearly.
No questions seems ridiculous to him ... or at least that is how he makes me feel and I have absolute confidence that he is looking after my finances very well.

Jordans have managed our savings and income for the last 13years improveing the value of our assets through some difficult times.Prior to being recommended to Jordans we found there was no such thing as an independent advisor,but the advice Jordans have provided has been truly independant . For which we pay a fair management fee.

Experience

As Sutton Coldfield’s longest established firm of independent financial advisers, we have built up a huge amount of knowledge and experience and assisted thousands of people, from across the Midlands and Staffordshire, to achieve their financial goals over more than 25 years of advising clients.

We put our clients first

The reason for our long history of success? We always look after our clients as we would want to be looked after ourselves – trust, honesty and integrity. We are dedicated to examining and improving our knowledge and processes in relation to financial planning; investing; tax and estate planning and everything we learn is then shared and used for the benefit of our clients via our unique Jordan Family Wealth Roadmap.

Trust

Trust, dependability, experience and continuity are all essential factors to consider when choosing your adviser. Our many years of experience and proud history are what give new and existing clients the confidence to put their trust in us.

What we do

We specialise in looking after a wide range of clients (please see “Who We Work With”) to help them build up, make use of and safeguard their savings and investments and we will also frequently act as the planning “hub” between clients, their solicitors and accountants. 90% of our work comes from referrals and recommendations. Please get in touch to discuss how we can assist you too.

Mike Jordan

Director and Independent Financial Adviser

Our Services

Our unique financial planning blueprint, JFM SmartPlan™, draws upon over 25 years of financial planning experience and expertise and seamlessly brings together all of the areas that make up a financial plan (and which are detailed below) our unique investment proposition, JFM SmartInvest™:

Financial Planning

A common misconception in our industry is that financial planning is about selling financial products. It absolutely is not...

Experience

We put our clients first

Trust

What we do

Our Services

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