All of the latest news and articles from us here at Jordan Financial Management.
How to Overcome the Fear of Investing in Uncertain Times
Investing can feel daunting, especially during periods of economic and political uncertainty. If...
Why Tax Year End Planning Matters Before 5th April 2026
On 5 April 2025, the current tax year will end, and a new one will begin the following day. Making...
6 in 10 over-45s are underestimating the cost of care by thousands of pounds
A recent report from the Just Group (8 December 2025) suggests that many over-45s are...
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 a Financial Plan Can Help You Achieve Your Goals in 2026
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...
