All of the latest news and articles from us here at Jordan Financial Management.
The 2022/23 end of tax year guide: 7 allowances to make use of before 5 April 2023
The 2022/23 tax year ends on Wednesday 5 April. After this date, many allowances reset, and it...
5 useful questions to consider if you’re planning to downsize
There are many reasons why you might be thinking about downsizing. From needing less space now...
6 essential steps to take if you’re retiring in 2023
If you’re retiring in 2023, congratulations! It’s an exciting milestone that you’re no doubt...
As interest rates rise, should you overpay your mortgage?
After more than a decade of cheap borrowing, interest rates are rising. If you’re paying off a...
How to deal with political uncertainty when making financial decisions
British politics over the last few months has certainly been turbulent. In the last four months,...
The most scenic road trips that are perfect for a 2023 break
Imagine the exhilaration of driving high among the mountain passes of the Carpathian Mountains,...
The Bank of Mum and Dad is set to gift £25 billion by 2024. Here’s what parents need to know
With the rise in house prices and the cost of living crisis, saving for a house deposit for...
1 in 3 savers worry they’ve “lost” a pension. Here’s how to track them down
It can be easier than you think to lose your retirement savings. In fact, estimates suggest...
Investment market update: August 2022
High levels of inflation and concerns economies will experience recessions later this year...
7 important things to know if you’re a trustee
As a trustee, you may be unsure about what your responsibilities are and the steps you need to...









