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Neil consistently explains all relevant information in detail during our reviews, ensuring we have a clear and thorough understanding at all times.
We have great confidence in him in relation to our investment portfolio, a trust that has been well proven over the years.
We would happily and confidently recommend his services..

Jordan’s Financial Management is fully recommended for sound professional advice. My personal experience over the last twenty years has been excellent.

With JFM's help we do not need to worry about handling our own finances. If we need extra income they advise the best way to achieve this and then make all the arrangements..

I do not have the financial wherewithal or confidence to manage/invest my savings so as to ensure best outcomes. I have now used JFM for 8 years and, in this time, I have seen substantial growth of my money which is spread in a portfolio that takes into account my age, personal circumstances and attitude to risk. I have a high level of trust in the company and feel charges are offset by having peace of mind regarding my future financial security and knowing this is being managed by experts. My personal advisor, Neil, is professional, approachable and a good communicator. He keeps me informed regarding my portfolio, discusses and advises if any changes are necessary and explains how my money can be managed in the most tax efficient manner. I wouldn't hesitate to recommend JFM to others.

Very professional advice delivered in a friendly environment.

John was extremely professional, raised several interesting and valid points and explained everythin..

My wife and I have been clients of Jordan Financial Management for many years, so we are in an excellent position to recommend them wholeheartedly. On a regular basis, we are given thorough information and professional guidance based upon our perceived needs and the use of accurate financial data. Our financial situation is projected forward to give a clear picture of our future position, so that any necessary action can be taken in good time. They have also given invaluable guidance in the preparation of our wills and the creation of a family trust.They clearly have our best interests at heart and have led us to a comfortable retirement!

We can recommend using Jordan financial management wholeheartedly. We find Neil friendly, professional, and well prepared. He always listens and reacts to our changing needs and offers options to suit us (and in language we can understand). The detail of information provided using their software is also so reassuring as our circumstances change.