With over 30 years of experience in financial services, Mike Jordan is an Independent Financial Adviser and Managing Director of Jordan Financial Management Ltd. After transitioning from a career as a police officer, Mike brought his strong sense of duty and integrity to the financial world, values that continue to shape his client relationships today.

Mike holds the Diploma in Financial Planning and is a proud Member of the Personal Finance Society. He specialises in holistic, long-term financial planning, including retirement planning, investment management and estate and Inheritance Tax planning. Over the years, he’s helped more than 1,500 clients—individuals, families, and business owners—make informed decisions about their financial futures.

As the strategic leader of the firm, Mike provides specialist advice in estate and intergenerational wealth planning. Known for his clear, empathetic approach, he leads a team with over 100 years of combined experience in the industry. His passion lies in helping clients achieve peace of mind through sound financial planning, grounded in transparency, trust and truly personalised advice.

Outside of work, Mike is a family man with a passion for classic cars and analogue synthesizers. He is also a key organiser of the Birmingham Festival of Electronic Music and actively supports local causes, including his former school, King Edwards, Aston, where the “Michael Jordan 6th Form Centre” was named in his honour.

Neil has been providing independent financial advice since 1999 and has been a cornerstone of Jordan Financial Management since its founding. With over 25 years of experience in financial services, Neil is known for his straightforward, honest approach and his ability to build long-lasting relationships with clients who trust his guidance.

A Diploma in Financial Planning and membership of the Personal Finance Society underpin Neil’s expertise. He provides tailored advice on a wide range of areas, including retirement planning, investment management, and tax-efficient strategies. His clear, jargon-free style helps clients feel confident and well-informed about their financial future.

Neil typically works with individuals and families, offering practical solutions for both expected and unforeseen financial needs. His client-focused approach is rooted in integrity and aims to deliver long-term results that align with his clients’ goals.

Within the firm, Neil plays a vital role in delivering high-quality, personalised advice and cultivating relationships based on trust and consistency. What he enjoys most is seeing the positive impact of thoughtful financial planning—whether helping someone retire comfortably, save for their children’s education, or gain control over their finances.

Outside of work, Neil is a keen cyclist and also enjoys a variety of racquet sports. Neil is kept busy at weekends ferrying his children to football, golf, dance & netball!

Chris Jones is an Independent Financial Adviser and a member of the Personal Finance Society. Since joining Jordan Financial Management in 2019, Chris has become a key member of the team, gaining hands-on experience across all aspects of the business while continually expanding his technical expertise.

Chris offers independent, tailored financial advice to individuals and families, guiding them through investment planning, retirement strategies, and ongoing financial reviews. His client-focused, long-term approach ensures every recommendation is aligned with each client’s personal goals and evolving circumstances.

Known for his approachable manner and clear communication, Chris is passionate about empowering clients to make confident financial decisions that support a secure and fulfilling future. His combination of up-to-date technical knowledge and genuine care has earned him the trust of his growing client base.

At the firm, Chris plays a crucial role in delivering high-quality, personalised advice and supporting the long-term financial wellbeing of clients.

Outside of work, Chris is an avid foodie who loves exploring new culinary experiences. He’s also a motorsport enthusiast, enjoys music across all genres, and is passionate about travel—interests that fuel his curiosity and broaden his worldview.

John McHugh is an experienced Chartered Financial Planner and Independent Financial Adviser, dedicated to long-term, relationship-based financial planning. As a Member of the Personal Finance Society and holding the prestigious APFS designation, John brings a thoughtful, client-first approach, helping individuals and families navigate complex financial decisions with confidence.

John’s connection to Jordan Financial Management dates back to 2002, when he completed work experience placements before attending Cambridge University. After earning a 2:1 degree, he worked with the Metropolitan Police in London and spent time in China, where he learned Mandarin. He rejoined Jordan FM in 2017, collaborating closely with Mike Jordan and the team to deliver high-quality, independent advice.

John specialises in comprehensive, long-term financial planning, taking the time to understand each client’s unique goals, values, and priorities. His calm considered manner and diverse life experiences allow him to connect deeply with clients and guide them through their financial journeys with clarity and trust.

Outside of work, John enjoys reading and spending time outdoors skiing, riding, canoeing, and sailing with his wife and daughter.

James Jordan has recently fully qualified as an Independent Financial Adviser and a valued member of the Jordan Financial Management team. After earning his BSc in Banking and Finance from Cardiff University, James joined the firm with a clear goal of becoming an adviser. Through hard work and dedication, he successfully achieved his Diploma in Regulated Financial Planning and now supports his own growing client base.

James provides tailored, independent advice across key areas such as investment planning, retirement strategies, and long-term financial goal setting. He is passionate about helping individuals and families take control of their financial futures and is committed to building lasting relationships based on clarity, trust, and sound guidance.

James’s approach to financial planning is straightforward and client-focused, blending technical knowledge with a practical understanding of each client’s unique needs and aspirations. His enthusiasm and fresh perspective continue to enhance the firm’s success.

Outside of work, James is a motorsport enthusiast, a loyal Aston Villa supporter (through the highs and lows), and enjoys relaxing by playing the guitar.

Lenny Harley is a Trainee Adviser at Jordan Financial Management, bringing academic excellence and fresh enthusiasm to the team. After completing a master’s degree in International Relations at Cardiff University, graduating with distinction, Lenny joined the firm full-time, initially stepping into a dual role as a paraplanner and trainee adviser.

Since joining, Lenny has successfully completed the required exams for the Diploma in Regulated Financial Planning and is now preparing to build his own client base. He is dedicated to providing clear, thoughtful financial advice and is gaining valuable experience across all areas of the business as he transitions into his advisory role.

Lenny is particularly focused on developing a client-centred approach to financial planning—one that combines technical expertise with trust and clear communication.

Outside of work, Lenny is a keen linguist and sports enthusiast. He enjoys travelling abroad to practice his language skills and spends much of his free time playing various sports—activities that reflect his passion for learning, personal development, and balance.

With over 12 years of experience in financial services, Aqsa Imran plays a pivotal role as Operations Manager at Jordan Financial Management. She oversees every facet of the firm’s internal operations—from office management, HR, recruitment, and compliance to IT, marketing, facilities, and health and safety. Her work ensures that both clients and team members benefit from a smooth, well-supported, and professional experience.

A law graduate with a strong foundation in finance, Aqsa combines strategic thinking with operational excellence. Her ability to streamline processes while nurturing a collaborative team culture has been instrumental in driving the firm’s growth and efficiency.

Aqsa leads with integrity, clarity, and a commitment to continuous improvement. She believes that when systems and people are well-supported, exceptional service naturally follows.

Outside of work, Aqsa enjoys travelling, staying active, and focusing on self-care and wellness.

Marguerite Taylor is the friendly face that welcomes clients to Jordan Financial Management. As the firm’s Receptionist, she plays a key role in creating a warm, professional first impression—managing calls, emails, client greetings, and meeting coordination to ensure the office runs smoothly day to day.

Although new to the financial services industry, Marguerite brings a strong background in client services and marketing to her role. Her approachable nature and can-do attitude make her a valued member of the team and a reassuring presence for clients and colleagues alike.

Marguerite was drawn to Jordan FM by its positive atmosphere and strong team culture, and she thrives in an environment where integrity and professionalism are at the heart of everything.

Outside of work, she loves travelling, exploring different cultures, trying new foods, and walking Ozzy her cockapoo – interests that reflect her curious spirit and warm personality.

Rebecca Jackson has been an integral part of Jordan Financial Management for over 20 years, bringing more than three decades of industry experience to her role as Senior Administrator and Technical Personal Assistant to Neil Currier.

With an in-depth understanding of financial services administration, Rebecca holds full Financial Planning Certificates Parts 1, 2 & 3, and plays a vital role in supporting adviser-client relationships through efficient handling of paperwork, compliance, and day-to-day client service. Her attention to detail, reliability, and longstanding dedication make her an invaluable member of the team.

Rebecca’s calm, professional approach and extensive knowledge ensure a seamless client experience and support the delivery of clear, high-quality financial advice.

Outside of work, Rebecca enjoys unwinding with a good book or film, dining out, and making the most of her holidays.

Gemma Culbert has been a valued member of the Jordan Financial Management team since 2009, bringing over 20 years of experience in the financial services industry. As Senior Financial Planning Co-ordinator, she plays a key role in supporting advisers Mike Jordan and John McHugh, ensuring a seamless and efficient planning process for their clients.

Gemma holds Financial Planning Certificates 1 & 3 and a BTEC qualification in Team Leading. Her expertise spans administration, client communication, and planning coordination—allowing her to provide consistent, high-quality support that helps clients stay on track with their financial goals.

Known for her client-first mindset and attention to detail, Gemma builds strong relationships and ensures every interaction is handled with care and professionalism.

Outside of work, Gemma is a busy mum of two. She enjoys watching her son play football for a local team and spending weekends shopping with her teenage daughter.

Debbie Haycock has been a vital part of Jordan Financial Management since its inception in 2001, bringing decades of administrative expertise and dedication to her role. She has worked alongside Mike Jordan since 1996 and now supports both Mike and John McHugh across all areas of client administration.

With a deep understanding of financial services operations, Debbie ensures the smooth, day-to-day running of the business. Her personal, attentive approach has helped build trusted relationships with clients, offering reassurance and consistency throughout their financial journeys.

Debbie’s attention to detail and commitment to excellent service make her an essential member of the team and a valued support to both clients and advisers.

Outside of work, Debbie enjoys long walks with her Labrador, family holidays, cooking, and staying fit maintaining a healthy balance between her professional and personal life.

Hayley Menzies brings nearly 20 years of administrative experience within the financial services industry to her role at Jordan Financial Management. Known for her keen eye for detail and commitment to service excellence, Hayley plays a key role in supporting the team and ensuring clients receive the highest level of care.

Her dedication to client satisfaction and efficiency has made her a trusted member of the team. Hayley is passionate about helping clients feel supported, valued, and confident throughout their financial planning journey.

Outside of work, Hayley enjoys travelling, gardening, and giving back to her community through her role as a Rainbow and Brownie leader with Girlguiding.