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

5.0

Based on 73 reviews

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My family and I have been clients of Jordan Financial Management for many years, and I can confidently say they provide excellent service. They are always looking out for my best interests, ensuring I have the best options to maximize my savings and financial growth. I completely trust Mike and James - they are both incredibly knowledgeable and professional. Mike, in particular, has been extremely helpful, always taking the time to answer any questions I have. Their dedication and expertise make a huge difference, and I highly recommend them to anyone looking for expert financial guidance.

Chris was exceptionally clear and helpful, providing an exemplary professional service. Very much appreciated..

Chris, Mike, and all the team at JFM have been hugely helpful as my wife and I look at the financial impact of long term care options for my wife's parents, along with investment opportunities. The team really care about everyone as individuals and we appreciate all the support they have given us to date.

I feel very comfortable discussing my details with my advisor, Chris. I have been a client of JFM for many years dealing with Mike initially. I trust the advice given wholeheartedly and they have gained very good results for me. I would highly recommend their services..

I have been a client of JFM for over 20 years during which time I have received sound advice from a professional, helpful and frlendly team who have always ensured that my investment has been best placed for the outcome I wish to achieve.

Neil Courier is our financial advisor. He and his team are kind, patient and give very sound advice, tailoring our investments to suit each one of us. He also has the ability to explain quite complicated information very clearly which is really helpful. I couldn't recommend them highly enough.Thank you

We have known Neil for about 20 years. We appreciate his approach of listening and understanding our financial position as well as our attitude to risk, to then propose suitable solutions, whilst respecting individual preferences. I have to confess that I have very little understanding of finances, however my impression is that Neil keeps his financial knowledge and skills up to date with enthusiasm and interest for the matter. He communicates in a calm, rational and informative way that we have been impressed by. We have appreciated his long term follow up of our situation and have always felt reassured by his advice.

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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