Georgina Cluley MSWW BSc – Estate Planning Practitioner
With over 20 years industry experience, Georgina heads Jordan Estate Planning Ltd, the Will Writing arm of Jordan Financial Management. She also performs Marketing, Compliance and Personnel activities within the Company. Email: firstname.lastname@example.org
Neil Currier Dip PFS AffSWW – Independent Financial Adviser
Neil is a Member of the Personal Finance Society, the Society of Will Writers and has been in the financial services industry for 18 years. He lives in Bromsgrove and has a large South Birmingham client base, and holds the Diploma qualification in Financial Services. Neil is an experienced and informative speaker at local seminars, with particular emphasis on Investments, Inheritance Tax and Retirement Planning.
Rebecca Jackson – Technical Personal Assistant to Neil Currier and Office Manager
Holds the complete Financial Planning Certificate and has over 25 years industry experience.
Direct Tel: 0121 222 1003 Direct Fax: 0121 321 5691 Email: email@example.com
Mike Jordan Dip PFS AffSWW– Independent Financial Adviser
Mike is a former police officer, and Managing Director of Jordan Financial Management Ltd. He is a Member of the Personal Finance Society and Society of Will Writers and holds the Diploma qualification in Financial Planning, providing independent financial advice for over 20 years. Renowned for his industry comment, Mike is a keen supporter of local causes, in particular his old school of King Edwards, Aston. His breadth of knowledge of financial products and planning has helped some 1500 clients make better use of their money including the writing of their Wills and Inheritance Tax planning. Mike has a support team with a collective experience in the Financial Services industry of over 50 years.
John McHugh Dip PFS – Financial Adviser
John is a Member of the Personal Finance Society and holds the Diploma qualification in Financial Services as well as a degree from Cambridge University. Now residing in Sutton Coldfield after working in China and Germany, John provides independent financial advice on Investments, Inheritance Tax and Retirement Planning.
Direct Tel: 0121 222 1002 Email: firstname.lastname@example.org
Clare Freeth – Client Services Administrator
Direct Tel: 0121 321 5696 Direct Fax: 0121 321 5697 Email: email@example.com
Debbie Haycock – Administration Support to Mike Jordan
Direct Tel: 0121 222 1010 Direct Fax: 0121 321 5695 Email: firstname.lastname@example.org
Gemma Culbert – Administration Support to Mike Jordan
Direct Tel: 0121 222 1004 Direct Fax: 0121 321 5690 Email: email@example.com
Janette Madge – Receptionist and Administration Support
Your first point of contact at Jordan Financial Management.
Direct Tel: 0121 321 3055 Direct Fax: 0121 321 3855 Email: firstname.lastname@example.org