Sutton Coldfield’s longest established Independent Financial Advisers
We are the longest established financial advice firm in Sutton Coldfield and one of the oldest in Staffordshire and the Midlands
Contact us for your free, no-obligation initial consultation
Advising clients for over 25 years
“The integrity and reliability of the firm is what sets us above the rest. Our Philosophy is to look after people as if they were family”
The average age of a UK financial adviser is around 56
With the average age of a UK financial adviser being around 56, the problem for most clients is that, just at the point that you will need them most, your adviser is likely to be retiring as well. At that point, you might be able to find another adviser, but that individual won’t necessarily have the knowledge and experience of your unique circumstances.
We ensure we have continuity for our clients
We always look to the long term when making recommendations to our clients and we apply the same long-term thinking to the management of our business. That is why, at Jordan Financial Management, we ensure that we have continuity for our clients by recruiting and training younger, quality individuals to whom we pass on everything that has been learned over the last 25 years. The advice we give, and how recommendations are arrived at, is all based on a tried and trusted process, thus ensuring that the transition from one generation of adviser to the next can be carried out in a seamless manner without any concerns or detriment for our clients. You can rest assured that we will always be able to look after you and your family at the high standard you have come to expect.