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
Excellent
5.0
Based on 56 reviews
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Google user
Excellent advise tailored for our personal needs
Google user
I have been a client for many years and seen the company grow over the years. This is not surprising as they offer a very professional service with good results. I have been extremely happy with their handling of my portfolio and the constant monitoring and improvements they have made.A very professional polite team. My advice is to phone and make an appointment I don’t think you will be disappointed.
Google user
We have used Jordan Financial Management for several years and in addition to always being kept fully aware of developments, have received unprompted sound advice which has demonstrated JFM's proactive approach to Client care..
Google user
Neil is very approachable, responds quickly to queries, and explains things clearly.
Google user
John McHugh was extremely well organised , he explained all our investments and finances in detail at our annual review . He made us feel valued customers as he knew all our history , present investments and future long term goals . He provided all the relevant screen shots , graphs and paperwork and answered our questions accurately and left us feeling very confident in our decisions. He is very approachable and a pleasure to deal with and we have no doubt our financial portfolio is being very well managed ..
Google user
JFM have been really helpful in clearly outlining the current status of the portfolio and demonstrate potential "what if" scenarios. Also the way in which they could see potential tax implications, explaining them in a way that helped us to grasp new financial concepts, in ways that we had not considered..
Google user
Excellent service, always goes above and beyond to meet our needs. Explains everything throughly, would highly recommend! 5 *’s and more!
Google user
We have been with JFM for many years and always found them to be professional and their expertise is second to none. Highly recommended!
Google user
The service I’ve received over the past 15 years has been exceptional, with the development of my investment portfolio showing year on year growth Satisfying all my retirement requirements.
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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 56 reviews
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