Advising clients for over 25 years

Longest Established Financial Advisors Firm in Sutton Coldfield

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Excellent5.0 Based on 42 reviews from review us onReview author ★★★★★ Very clear and informative advice about what I can expect from my investments, both in the short and longer termsReview author ★★★★★ I have been with Jordan Financial Management for a number of years after a recommendation. Very professional and always there if I need advice. Highly recommendedReview author ★★★★★ A very professional and personal service that has always fully met my needs and targets and made the best of my investmentsReview author ★★★★★ Neil Currier of JFM has been looking after our financial affairs since we asked him about 10yrs ago to sort out numerous small pensions. Since then he has guided us through the process of investing our savings & proceeds of pensions in language we can understand to the point, now in retirement, we're in a very comfortable position. We would never have got to this point on our own and have recommended Neil & JFM to friends who are equally pleased with the advice & service provided.Thank you Neil & all at JFM.Review author ★★★★★ We have had many years of good advice from Neil and the Jordan staff and receive yearly up dates on the performance of the investments but are allways available to discuss any issues in between.Review author ★★★★★ Review author ★★★★★ You've provided us with financial advice over the past 20 years or so. At all times, this advice has been thorough, professional and, crucially, 'understandable'. We feel in safe hands.Review author ★★★★★ During our annual review John used language that we, as non financial experts could understand, and where technical language was used, John ensured we understood before moving on.Review author ★★★★★ Always find the advice from JFM helpful, fair and thorough. The service is really appreciated.js_loader

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....

Contact us for a FREE Consultation

Google Rating
5.0
Based on 42 reviews
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