Our Approach

It’s what makes us different

You can put your Trust in us

Trust is the first step in building a relationship, particularly when dealing with something as important as your financial future. This is one of the reasons why, for over 25 years, we have always ensured that Jordan Financial Management has occupied an easily accessible and highly visible high street location. Clients can call in and speak to us any time and we are demonstrating that we have clearly put down long-term roots as part of the local community and we are always very easily accessible and accountable to our clients.

Nothing but the Best

Mike set up Jordan financial management in 1998 to provide the best possible advice and service to our clients. We ourselves are all also users of financial products and services and we thoroughly assess, monitor and pick apart the wide range of available financial approaches and solutions and then, whatever we conclude is the best to use ourselves, is exactly what we use for our clients. We constantly investigate, analyse, study and test all the approaches, funds, planning strategies, and providers to ensure we stay at the forefront of the investment, planning, and tax strategies that are relevant to our clients. Whatever we do for ourselves is exactly what we recommend to our clients.

 It’s about the Long-Term

Even though we are the longest established firm of independent financial advisers in Sutton Coldfield (and one of the oldest IFA firms in the Midlands) and still growing as a business demonstrates the benefits of always giving good honest expert financial advice, for our business and, even more importantly, to the clients we have been so fortunate to serve over so many years. By recruiting and training top quality younger advisers we also have a long-term strategy in place to ensure that you will always be able to access to top quality advice and we ensure that all of the experience and processes that we have learned over the years are passed on in full to our newer advisers to ensure that clients are looked after and advised to teh highest standard.

Expert Advice available locally

We are local experts who have successfully advised thousands of clients and assisted them with achieving their financial planning goals. Post-retirement some clients do move away from the Midlands area however it is testament to the service and advice we provide that they always choose to retain our services.

Our enthusiasm for financial planning matters is greater than ever as we’ve had the benefit, over many years, of seeing the outcomes of the plans we’ve helped clients put together and the great work we have done for our clients. We get real pleasure from helping clients as a result of us doing a good job and using the full extent of our knowledge and experience.

Contact us for a Free Initial Consultation

We offer a free, no obligation, first meeting to discuss your current circumstances, what you’re trying to achieve and how we can help, please call or click on the link to arrange this. We look forward to meeting you.

Jordan Financial Management
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5.0
Based on 68 reviews
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Google user
I have been a client of JFM for over 20 years during which time I have received sound advice from a professional, helpful and frlendly team who have always ensured that my investment has been best placed for the outcome I wish to achieve.
Google user
Neil Courier is our financial advisor. He and his team are kind, patient and give very sound advice, tailoring our investments to suit each one of us. He also has the ability to explain quite complicated information very clearly which is really helpful. I couldn't recommend them highly enough.Thank you
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Google user
We have known Neil for about 20 years. We appreciate his approach of listening and understanding our financial position as well as our attitude to risk, to then propose suitable solutions, whilst respecting individual preferences. I have to confess that I have very little understanding of finances, however my impression is that Neil keeps his financial knowledge and skills up to date with enthusiasm and interest for the matter. He communicates in a calm, rational and informative way that we have been impressed by. We have appreciated his long term follow up of our situation and have always felt reassured by his advice.
Google user
Our relationship with our financial adviser, Neil, spans many years over which time he has acquired a detailed knowledge of our financial affairs and our attitude towards risk. As such, we trust his judgement and are completely confident that Neil's advice regarding our financial matters is always in our best interests.
Google user
Neil has looked after my financial affairs since my husband died. He always makes me feel as if I'm in safe hands and after my recent annual review made me feel much less concerned about my financial future. Thank you, Neil.
Google user
Can recommend wholeheartedly. We find Neil friendly, professional, and well prepared. He always listens and reacts to our changing needs and offers options to suit us.
Google user
Well prepared. Understood our needs. Gave good alternatives for choice..
Google user
A few days ago we had our annual Financial Review with JFM. Sometimes the Review meeting has been held at the JFM offices in Sutton Coldfield, and sometimes it has been more convenient to have a Zoom session - this time it was a Zoom, with Mike Jordan and James Jordan. We started the session with a general catch-up with Mike, who we have come to know well over the years, then James joined us as we got to the business part of the meeting. We had filled in their annual review questionnaire and we went through this item by item with Mike and James. We were surprised that James was quickly able to identify some anomalous answers, which in turn threw up some enquiries we will have to make, with our accountant and the Pensions authority, to make sure we are receiving the correct pension payments each month. These anomalies might easily have been missed if James had not spotted them - very impressive attention to detail James!Mike and James are always on the lookout for opportunities to minimise cost and tax liabilities, and we are confident that our exposure now is as low as it could be, making the most of our income. Our attitude to risk is taken into account in the recommendation of investment choices.James has some very good financial forecasting software and is able to produce very clear and easy-to-follow forecasts of our income, expenditure and cashflows as we move into future years and grow older. Using these tools he is able to allow for predictable changes in our circumstances, but also to see how the picture would change - 'what-ifs' - if unforeseen situations were to arise. His graphical analyses are clear and easy to follow, and being able to see that we will still have the resources to enjoy a comfortable lifestyle is very reassuring.All in all we have found that allowing JFM to manage our savings and investments has taken away all the anxiety and uncertainty we previously felt whenever we had to make investment decisions. Their advice is clear, logical and always well explained, and we have always enjoyed their very personalised, one-to-one customer relationship - we can always speak to someone who knows our case and it's a genuine pleasure to work with Mike and James and their team.
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Our Services

Our unique financial planning blueprint, JFM SmartPlan™, draws upon over 25 years of financial planning experience and expertise and seamlessly brings together all of the areas that make up a financial plan (and which are detailed below) our unique investment proposition, JFM SmartInvest™:

Financial Planning

A common misconception in our industry is that financial planning is about selling financial products. It absolutely is not...

Retirement Planning

Whether you are starting to think about retirement planning, or if you are wondering if you could retire soon...

Savings & Investments

Investing wisely and appropriately is key to making your money work for you and building your wealth over time...

Business Owners

Most business owners have in common, that they are extremely busy with the demands of running a business

Care Fees & Asset Protection

Increasing numbers of families are being faced with the challenge of how best to fund long-term care for elderly...

Estate Planning

Estate planning is about making a plan to ensure that the right people benefit as much as possible from your assets...

Legal Professionals

As we assist a number of legal professionals with their financial planning, we understand that solicitors...

Medical Professionals

We understand that surgeons, consultants, GPs and other medical professionals are generally very busy....

Financial Planning

A common misconception in our industry is that financial planning is about selling financial products. It absolutely is not...

Retirement Planning

Whether you are starting to think about retirement planning, or if you are wondering if you could retire soon...

Savings & Investments

Investing wisely and appropriately is key to making your money work for you and building your wealth over time...

Business Owners

Most business owners have in common, that they are extremely busy with the demands of running a business

Care Fees & Asset Protection

Increasing numbers of families are being faced with the challenge of how best to fund long-term care for elderly...

Estate Planning

Estate planning is about making a plan to ensure that the right people benefit as much as possible from your assets...

Legal Professionals

As we assist a number of legal professionals with their financial planning, we understand that solicitors...

Medical Professionals

We understand that surgeons, consultants, GPs and other medical professionals are generally very busy....

Contact us for a FREE Consultation

Google Rating
5.0
Based on 68 reviews
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