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”

Meet the Team

It’s what makes us different

Mike Jordan Dip PFS AffSWW

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. He has provided independent financial advice for over 25 years. Renowned for his industry comment, Mike is a keen supporter of local causes (see articles), in particular his old school of King Edwards, Aston (the “Michael Jordan 6th Form Centre” is so named due to his financial support). His breadth of knowledge of financial products and planning has helped some 1,500 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.

Outside of work, Mike enjoys family time, keeping fit, old cars, collecting analogue synthesisers, and is one of the organisers of the Birmingham Festival of Electronic Music.

 

Georgina Cluley MSWW BSc

Georgina Cluley MSWW BSc

Estate Planning Practitioner

Georgina has a Bachelor of Science Degree from Huddersfield University and joined the Jordan Financial Management team in 2004.  Formerly Head of Will writing for Jordan Estate Planning, she now focuses on all operational requirements for Jordan Financial Management including compliance, personnel and marketing. 

She strives to always do the right thing by clients and staff alike and has been a committed problem solver within the industry for 23 years. Georgina is an avid supporter of local charities, LOVES baking and her passion for animals and art comes together in her hobby of painting people’s pets – just for fun!

 

 

Neil Currier Dip PFS AffSWW

Neil Currier Dip PFS AffSWW

Independent Financial Adviser

Neil has worked as a Financial Adviser since 1999 and has been at Jordan Financial Management since its inception, providing high-quality independent financial advice to clients. During his time at Jordan FM, Neil has built strong relationships with his clients who value his time and expertise. Neil provides honest and straight forward advice in an easy to understand manner.

Neil is a keen cyclist and enjoys playing racket sports. He also enjoys a round of golf when time allows and he’s not ferrying his children to football or gymnastics!

 

 

Rebecca Jackson

Rebecca Jackson

Technical Personal Assistant to Neil Currier and Office Manager

Rebecca has been a member of the Jordan FM team for over 15 years progressing to the role of Office Manager whilst maintaining her role as Senior Administrator to Neil Currier.   Rebecca has worked in the industry for nearly thirty years and has a wealth of administration experience.

In her spare time Rebecca enjoys films, reading, eating out and holidays.

 

 

 

John McHugh M.A. (Cantab.) DipPFS

John McHugh M.A. (Cantab.) DipPFS

Independent Financial Adviser

John is a fully qualified independent financial adviser and member of the Personal Finance Society. He takes a long-term view on planning and strongly values building good relationships with clients. John came to Jordan FM in 2002 and 2004 for work experience, after which he went onto Cambridge University. After graduating with a 2:1, he worked for the Metropolitan Police in London.  Following this, he worked in China where he learnt Mandarin Chinese. John then re-joined Jordan Financial Services in 2017, working closely with Mike Jordan.

John enjoys reading and doing outdoor activities, including skiing, canoeing and sailing, with his wife and daughter.

 

 

Chris Jones

Chris Jones

Trainee Financial Adviser

Chris joined Jordan FM in 2019 as a Trainee Financial Adviser with the ambition of becoming a fully qualified adviser within two years. Alongside studying for his exams, Chris shall be working with Mike’s team, getting involved with all aspects of the business and developing his knowledge and skills for the years to come.

Chris has several keen interests such as motorsports, winter sports, travel and fine foods.

 

 

 

Clare Freeth

Clare Freeth

Client Services Administrator

Clare has worked for Jordan FM for 13 years as an administrator and she has over 24 years of experience of working in the financial services industry.  Originally starting her career in Manchester in 1995, she relocated to Birmingham in 2000 where she now lives with her husband and two children.

Clare spends most of her spare time as a taxi driver for her children. She enjoys spa days and walking the dog, as well as family holidays.

 

 

 

Debbie Haycock

Debbie Haycock

Administration Support to Mike Jordan

Debbie has work with Mike in the financial services industry since 1996 and joined Jordan FM when it opened in 2001. Debbie assists Mike Jordan & John McHugh in all elements of administration work and has developed great client relationships during her time with the business. 

Being a busy Mom of three boys, when she’s not cheering from the pitch side-lines, Debbie enjoys long walks in the park with her dog, exercise classes and family holidays.

 

 

 

Gemma Culbert

Gemma Culbert

Administration Support to Mike Jordan

Gemma is a Team Manager and has been with Jordan FM for over 10 years. During this time she has developed strong relationships with Mike’s clients and enjoys being able to assist them with their financial planning.  She holds financial Planning Certificates 1 & 3 and has a BTEC Team Leading qualification. 

Gemma is a busy Mom of two children and spends her spare time taking them to dance and martial arts clubs.  Gemma enjoys breaks with her family to the UK coastline.

 

 

 

Janette Madge

Janette Madge

Receptionist and Administration Support

Jan has worked at Jordan FM for several years in a full-time administration role, she currently works part-time as receptionist / administrator and she is the first point of contact for our clients.  She holds the full Financial Planning Certificate and is CEMAP qualified. 

Jan enjoys her trips to Florida and would like to continue travelling to that area. She loves animals and used to rescue unwanted rabbits and at one time had twelve to look after! These days she prefers a quieter life and helps to look after her daughter’s Otterhound which they take to Game Fairs across the Country to raise awareness of the native breed’s vulnerable status. 

 

 

Lindsay Reeves

Lindsay Reeves

Receptionist and Administration Support

Lindsay has been with Jordan FM since 2017 in a combined reception / administration capacity and she assists with property queries to support Jan. 

Married for over 27 years, Lindsay has one daughter. One of her main hobbies is reading and you will often find her reading at her desk in her lunch break.

 

 

 

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