Advising clients for over 25 years

Longest Established Financial Advisors Firm in Sutton Coldfield

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Jordan Financial Management
Excellent
5.0
Based on 65 reviews
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Google user
Our relationship with our financial adviser, Neil, spans many years over which time he has acquired a detailed knowledge of our financial affairs and our attitude towards risk. As such, we trust his judgement and are completely confident that Neil's advice regarding our financial matters is always in our best interests.
Google user
Neil has looked after my financial affairs since my husband died. He always makes me feel as if I'm in safe hands and after my recent annual review made me feel much less concerned about my financial future. Thank you, Neil.
Google user
Can recommend wholeheartedly. We find Neil friendly, professional, and well prepared. He always listens and reacts to our changing needs and offers options to suit us.
Google user
Well prepared. Understood our needs. Gave good alternatives for choice..
Google user
A few days ago we had our annual Financial Review with JFM. Sometimes the Review meeting has been held at the JFM offices in Sutton Coldfield, and sometimes it has been more convenient to have a Zoom session - this time it was a Zoom, with Mike Jordan and James Jordan. We started the session with a general catch-up with Mike, who we have come to know well over the years, then James joined us as we got to the business part of the meeting. We had filled in their annual review questionnaire and we went through this item by item with Mike and James. We were surprised that James was quickly able to identify some anomalous answers, which in turn threw up some enquiries we will have to make, with our accountant and the Pensions authority, to make sure we are receiving the correct pension payments each month. These anomalies might easily have been missed if James had not spotted them - very impressive attention to detail James!Mike and James are always on the lookout for opportunities to minimise cost and tax liabilities, and we are confident that our exposure now is as low as it could be, making the most of our income. Our attitude to risk is taken into account in the recommendation of investment choices.James has some very good financial forecasting software and is able to produce very clear and easy-to-follow forecasts of our income, expenditure and cashflows as we move into future years and grow older. Using these tools he is able to allow for predictable changes in our circumstances, but also to see how the picture would change - 'what-ifs' - if unforeseen situations were to arise. His graphical analyses are clear and easy to follow, and being able to see that we will still have the resources to enjoy a comfortable lifestyle is very reassuring.All in all we have found that allowing JFM to manage our savings and investments has taken away all the anxiety and uncertainty we previously felt whenever we had to make investment decisions. Their advice is clear, logical and always well explained, and we have always enjoyed their very personalised, one-to-one customer relationship - we can always speak to someone who knows our case and it's a genuine pleasure to work with Mike and James and their team.
Google user
We have been so impressed with Chris right from our first meeting. He is friendly, diligent, efficient and communicates really well so we always know what is going on and also very helpful when we need him..
Google user
Neil always gives every detail of advice in ways which make it easy to understand.All enquiries to him are dealt with with patience and openness.
Google user
Although I live in a different location, online meetings mean I have friendly advice and guidance. The team instill confidence in me that my investments are safe, secure and regular reviews outline my finances and investment progress. I feel I am treated as an individual, almost part of the family and couldn't wish for a better service.
Google user
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.
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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...

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....

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Google Rating
5.0
Based on 65 reviews
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