All of the latest news and articles from us here at Jordan Financial Management.
Estate planning in Sutton Coldfield: 3 ways to leave wealth to your family
When it comes to estate planning in Sutton Coldfield, a crucial aspect is determining how you wish...
Reasons why you should take advantage of your ISA allowance 2022/23
You have until the 5th of April to make the most of your ISA allowance 2022/23. In order to...
Estate planning in Birmingham: How to understand the value of your assets and estate
Understanding the value of your assets and how they may fluctuate over time is essential when...
Revealed: The key to happiness in retirement is focusing on experiences
Retirement is a milestone that’s often greeted with celebration. But what do you need to do to be...
Estate planning: What is it and why does it matter?
Have you thought about how you’ll use assets later in life or what you’d like to happen to them...
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,...
