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

Meet the team

FREE no obligation consultation

Book your free, no-obligation initial consultation

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

Excellent

Jordan Financial Management5.0

Based on 116 reviews

review us on

2 days ago

I have always been given sound helpful and friendly financial from Jordan Financial Management

2 weeks ago

3 weeks ago

It's always a pleasure to see Neil and we really appreciate what he has done for us over the years.

4 weeks ago

Mike and his team have for many years looked after our financial requirements. They are always very professional, helpful, friendly and understand our requirements and make us feel confident in their service. A great team of nice, friendly people.

4 weeks ago

Mike and Lenny have been our financial advisors for many years and I can confidently say they provide excellent friendly service They explain everything in detail and I feel in control of my finances because of JFM ,they make you feel part of the family.I would not hesitate to recommend JFM to anybody whatever there financial circumstances.

1 month ago

The meetings are well planned and the information is explained in a professional manner and Chris answered any questions with knowledge of products and current legislation..

2 months ago

3 months ago

Clear, trusted advice with excellent personal support.

3 months ago

Neil Currier is very knowledgable and always explains things very clearly. I feel he always goes the extra mile for his clients and works for their best interests..

3 months ago

JFM provides a comprehensive and well explained review and projection of your portfolio. The level of information and how it's presented is perfectly pitched which means that after a review, you feel confident that you fully understand what could ordinarily be quite a complex topic. Thank you, Neil, for a first class service..

4 months ago

I have been a client of Jordan Financial Financial Management for more than 2 decades. Throughout my relationship with Jordan's, Neil Currier has acted as my personal adviser. Neil was also my late mother's financial adviser and was instrumental in helping me deal with her affairs. The service I have received has always been professional, friendly and has a provided me with the information I have needed to make decisions. Furthermore the service has given me with a platform for open discussion during important transitional times of my life. I have no hesitation whatsover in recommending Jordan Financial Management and in particular thanking Neil Currier for his expert help. Finally, the administrative staff are friendly and have always dealt with any queries that I have had promptly.

4 months ago

Lenny is always extremely well prepared, with relevant advice given and action taken promptly when required. Everything is very well explained and talked through to make sure that we have full understanding of our finances and options. We would certainly recommend JFM..

4 months ago

Our annual review meeting with Chris has now taken place. He answered our questions with patience and transparency giving clear advice. He is professional and committed to ensuring that going forward we have the best structured investment plan for our future needs..

5 months ago

Neil consistently explains all relevant information in detail during our reviews, ensuring we have a clear and thorough understanding at all times. We have great confidence in him in relation to our investment portfolio, a trust that has been well proven over the years. We would happily and confidently recommend his services..

5 months ago

Jordan’s Financial Management is fully recommended for sound professional advice. My personal experience over the last twenty years has been excellent.

5 months ago

With JFM's help we do not need to worry about handling our own finances. If we need extra income they advise the best way to achieve this and then make all the arrangements..

6 months ago

I do not have the financial wherewithal or confidence to manage/invest my savings so as to ensure best outcomes. I have now used JFM for 8 years and, in this time, I have seen substantial growth of my money which is spread in a portfolio that takes into account my age, personal circumstances and attitude to risk. I have a high level of trust in the company and feel charges are offset by having peace of mind regarding my future financial security and knowing this is being managed by experts. My personal advisor, Neil, is professional, approachable and a good communicator. He keeps me informed regarding my portfolio, discusses and advises if any changes are necessary and explains how my money can be managed in the most tax efficient manner. I wouldn't hesitate to recommend JFM to others.

6 months ago

Very professional advice delivered in a friendly environment.

6 months ago

John was extremely professional, raised several interesting and valid points and explained everythin..

7 months ago

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!

7 months ago

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.

7 months ago

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..

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™:

Contact us for a FREE Consultation

Advising clients for over 25 years

Here to help you make the most of your money

FREE no obligation consultation

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

Experience

We put our clients first

Trust

What we do

Our Services

Financial Planning

Retirement Planning

Savings & Investments

Business Owners

Care Fees & Asset Protection

Estate Planning

Legal Professionals

Medical Professionals

Financial Planning

Retirement Planning

Savings & Investments

Business Owners

Care Fees & Asset Protection

Estate Planning

Legal Professionals

Medical Professionals

Contact us for a FREE Consultation

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