All of the latest news and articles from us here at Jordan Financial Management.
Should you take your pension tax-free lump sum to kickstart retirement?
When you decide to tap into your pension, there's often an option to take the pension tax free as...
Care home fees have increased by 10%. Are they part of your long-term plan?
Statistics indicate that the typical expense associated with care homes is steadily increasing....
Intergenerational wealth planning: Your options when passing on wealth to the next generation
Many individuals share the common aspiration of ensuring the lasting financial security of their...
5 powerful reasons to learn more about your pension today
For many people, their pension is a crucial part of their retirement plan. With Pension Awareness...
5 excellent reasons why families use trusts for estate planning
Trusts for estate planning provide a highly advantageous avenue for transferring wealth and...
The pension gap is widening. Here’s why financial advice on pensions could prove valuable
Research indicates that the disparity between private and public sector pensions is expanding. For...
1 in 12 grandparents lending financial support to family are using property wealth: How to support your family financially
Many families are facing financial challenges as the cost of living rises. As a grandparent, you...
5 compelling non-financial reasons to work with a 2023 financial planner now
When you initially approach financial guidance, your primary objective might be to expand your...
How to boost your pension pot & why to do it after a pay rise
After a much-deserved salary bump, it's tempting to pop open a bottle of bubbly and toast to your...
Estate planning in Sutton Coldfield: 3 crucial steps that could protect your later years
Estate planning in Sutton Coldfield is a crucial component of your overall financial strategy that...
