Get in touch

Our Information

Tel: 0121 321 3055
Fax: 0121 321 3855
Email: email@jordanfm.co.uk

Jordan Financial Management is authorised and regulated by the Financial Conduct Authority

Location

The Guildhall is a former Church with Grade II listing and may be recognised by its red and gold stain glassed windows and statue of an angel above the front door. Positioned opposite Sutton Fire Station at the top of Sutton Town Centre, with Sutton College to the right and Bishop Vesey School to the left.

Parking

There are 4 free parking spaces reserved for Clients of Jordan Financial Management along the right of the building. Please read more about our parking here.


Excellent
Jordan Financial Management5.0
Based on 117 reviews
1 week ago
Chris, from Jordan Financial Management, is the perfect professional and perfect gentleman. Extremely knowledgeable and trustworthy in all my financial queries and matters. Thank you !
2 weeks ago
Neil always gives every detail of advice in ways which make it easy to understand. All enquiries to him are dealt with with patience and openness.
2 months ago
I have always been given sound helpful and friendly financial from Jordan Financial Management
2 months ago
2 months ago
2 months ago
It's always a pleasure to see Neil and we really appreciate what he has done for us over the years.
2 months ago
Mike and his team have for many years looked after our financial requirements. They are always very professional, helpful, friendly and understand our requirements and make us feel confident in their service. A great team of nice, friendly people.
3 months ago
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.
3 months ago
The meetings are well planned and the information is explained in a professional manner and Chris answered any questions with knowledge of products and current legislation..
3 months ago
5 months ago
Clear, trusted advice with excellent personal support.
5 months ago
Neil Currier is very knowledgable and always explains things very clearly. I feel he always goes the extra mile for his clients and works for their best interests..
5 months ago
JFM provides a comprehensive and well explained review and projection of your portfolio. The level of information and how it's presented is perfectly pitched which means that after a review, you feel confident that you fully understand what could ordinarily be quite a complex topic. Thank you, Neil, for a first class service..
5 months ago
I have been a client of Jordan Financial Financial Management for more than 2 decades. Throughout my relationship with Jordan's, Neil Currier has acted as my personal adviser. Neil was also my late mother's financial adviser and was instrumental in helping me deal with her affairs. The service I have received has always been professional, friendly and has a provided me with the information I have needed to make decisions. Furthermore the service has given me with a platform for open discussion during important transitional times of my life. I have no hesitation whatsover in recommending Jordan Financial Management and in particular thanking Neil Currier for his expert help. Finally, the administrative staff are friendly and have always dealt with any queries that I have had promptly.
5 months ago
Lenny is always extremely well prepared, with relevant advice given and action taken promptly when required. Everything is very well explained and talked through to make sure that we have full understanding of our finances and options. We would certainly recommend JFM..
6 months ago
6 months ago
Our annual review meeting with Chris has now taken place. He answered our questions with patience and transparency giving clear advice. He is professional and committed to ensuring that going forward we have the best structured investment plan for our future needs..
7 months ago
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..
7 months ago
Jordan’s Financial Management is fully recommended for sound professional advice. My personal experience over the last twenty years has been excellent.
7 months ago
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..
7 months ago
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.
7 months ago
Very professional advice delivered in a friendly environment.
8 months ago
John was extremely professional, raised several interesting and valid points and explained everythin..
9 months ago
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!
9 months ago