Advising clients for over 25 years

Longest Established Financial Advisors Firm in Sutton Coldfield

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Excellent
Jordan Financial Management
Based on 78 reviews
I am delighted with the service from JFM. Our advisor is extremely approachable, very knowledgeable, courteous and intuitive - everything that a comparative financial simpleton like me needs. All support staff are a pleasure to deal with too..
I've had help and advice from Neil at Jordan Financial Management for many years now and have always been completely satisfied. Couldn't have asked for more..
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.
I have dealt with JM (& Neil Currier) for some years. He was recommended to me back in the day and I am glad I followed up on the recommendation. Has given good advice over the years & I think I am in a better position because of that
Neil always explains everything in detail and ensures that my portfolio and investments are fully understood by myself. I feel completely in control of my finances and my financial direction. I 100% recommend the services provided by Jordan Financial Management..
Neil is so knowledgeable, he looks after our finances so well, he keeps us very well informed. We would 100% recommend Jordan Financial Management.
When dealing with any organisation it's the people in the organisation that make the difference. We have had several constructive meetings with Neil from JFM. His approach is professional but relaxed, he explains the complex in simple terms and focuses on the reality of our needs. We feel very confident in his support..
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.

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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