All of the latest news and articles from us here at Jordan Financial Management.
5 Reasons Why A Financial Plan Matters
Building wealth without a financial plan can be like setting off on a journey without a map. You...
Guide: 5 essential steps to plan for a pension shortfall if you want to retire early
Getting the most out of your retirement and reaching your goals requires careful planning. But as...
Estate Planning for Your Chosen Family: 4 Ways to Pass on Wealth
Estate planning isn’t always about passing wealth to a spouse or direct relatives. In fact, more...
Should you delay your State Pension? The pros and cons explained
Thousands of people choose to delay claiming their State Pension every year. While this decision...
Consider these 4 practical factors before saving for retirement outside of a pension
More than half of UK pension savers are also building up retirement savings outside their pension,...
How SMART Financial Goals Can Improve Your Financial Planning
Planning your finances without clear direction is like setting off in your car without a...
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...
