All of the latest news and articles from us here at Jordan Financial Management.
How much should you contribute to your pension?
A third of people don’t know how much they need to contribute to their pensions every year to...
7 ways financial planning could help you set realistic goals
As 2026 begins, it’s a good time to think about what you want to achieve in the coming months. A...
Phasing into retirement: 5 essential financial considerations
While phasing into retirement can offer you greater flexibility, it may make your finances more...
Explained: The new Cash ISA rules and what they mean for your savings
In the November 2025 Budget, the chancellor revealed new Cash ISA rules that will affect...
The difficult but important estate planning conversations to have with your family
An estate plan sets out how you’d like your assets to be managed and distributed during your life...
Phasing into retirement: The emotional and financial benefits
Last month, you read about how retirement is changing, with almost half of workers aged over 50...
Trick or treat: The “tricks” a financial plan could help you avoid
Taking control of your finances can be frightful. Complex rules that are easy to overlook could...
Phasing into retirement: The flexible options you might consider
Traditionally, you’d go from full-time employment to retirement on a set date. Now, more workers...
The Importance of a Will: Protecting Your Legacy
Having a will in place means your estate will be dealt with according to your wishes, and there are other important reasons to write a will too. Find out more about making a will, as well as setting up a Lasting Power of Attorney, in this useful guide.
What Happens If You Die Without a Will UK? Understanding Intestacy Rules
Many people put off writing a will, often because it feels like something to worry about “later in...









