Sutton Coldfield’s longest established Independent Financial Advisers

We are the longest established financial advice firm in Sutton Coldfield and one of the oldest in Staffordshire and the Midlands

Contact us for your free, no-obligation initial consultation

Advising clients for over 25 years

“The integrity and reliability of the firm is what sets us above the rest. Our Philosophy is to look after people as if they were family”

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Advising clients for over 25 years

Longest Established Financial Advisors Firm in Sutton Coldfield

Book your free, no-obligation initial consultation

Here to help you make the most of your money

 while providing you with our first-class service

FREE no obligation consultation

Book your free, no-obligation initial consultation

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 DipPFS AffSWW

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....

What Our Clients Say

Mike and the team handle my affairs with the utmost care and diligence, with a view to looking after my best interests. Mike is very conscientious and thorough in his work.

- Andrew S

My husband was made redundant a couple of years ago which came as an awful shock at the time. Thankfully we were able to access his pension but the information that came through was so confusing! A friend recommended Jordan Financial Management so we got in touch and an advisor visited us at home. He went through the various options in detail as well as advising us on investments tailored to our circumstances. We now receive an annual review to ensure that our investments still meet our needs and, two years on, I have been able to take advantage of early retirement safe in the knowledge that the advice we are receiving is reliable and relevant.

- Gillan K

In choosing someone to manage our finances and investments, we looked for a personal and professional company, who we could be confident would act in our best interests. Thankfully we found just that with Jordan Financial Management.

- Ann B

When my family needed help and advice with a complicated financial issue, Neil from Jordan FM was there with sound advice and it was sorted quickly to our greatest satisfaction. They continue to look after our finances and we would, and have, recommended them to our friends.

- David & Joan E

Mike and the team handle my affairs with the utmost care and diligence, with a view to looking after my best interests. Mike is very conscientious and thorough in his work.

- Andrew S

In choosing someone to manage our finances and investments, we looked for a personal and professional company, who we could be confident would act in our best interests. Thankfully we found just that with Jordan Financial Management.

- Ann B

When my family needed help and advice with a complicated financial issue, Neil from Jordan FM was there with sound advice and it was sorted quickly to our greatest satisfaction. They continue to look after our finances and we would, and have, recommended them to our friends.

- David & Joan E

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