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.
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...
Retirement Planning
Whether you are starting to think about retirement planning, or if you are wondering if you could retire soon...
Savings & Investments
Investing wisely and appropriately is key to making your money work for you and building your wealth over time...
Business Owners
Most business owners have in common, that they are extremely busy with the demands of running a business
Care Fees & Asset Protection
Increasing numbers of families are being faced with the challenge of how best to fund long-term care for elderly...
Estate Planning
Estate planning is about making a plan to ensure that the right people benefit as much as possible from your assets...
Legal Professionals
As we assist a number of legal professionals with their financial planning, we understand that solicitors...
Medical Professionals
We understand that surgeons, consultants, GPs and other medical professionals are generally very busy....
Financial Planning
A common misconception in our industry is that financial planning is about selling financial products. It absolutely is not...
Retirement Planning
Whether you are starting to think about retirement planning, or if you are wondering if you could retire soon...
Savings & Investments
Investing wisely and appropriately is key to making your money work for you and building your wealth over time...
Business Owners
Most business owners have in common, that they are extremely busy with the demands of running a business
Care Fees & Asset Protection
Increasing numbers of families are being faced with the challenge of how best to fund long-term care for elderly...
Estate Planning
Estate planning is about making a plan to ensure that the right people benefit as much as possible from your assets...
Legal Professionals
As we assist a number of legal professionals with their financial planning, we understand that solicitors...
Medical Professionals
We understand that surgeons, consultants, GPs and other medical professionals are generally very busy....
