Our Clients

Who we work with

Jordan Financial Management
Excellent
5.0
Based on 56 reviews
review us on
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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Every Client is Unique

After more than a quarter of a century of providing high-quality financial planning advice, we understand that each and every client is unique and requires a bespoke solution. As a result of the level of detail that goes into creating and regularly reviewing a financial plan and also to ensure that we are always there whenever a client needs us, we limit the number of clients that each of our advisers works with.

We offer a free, initial consultation

Due to the time and work involved in creating, monitoring and reviewing a bespoke financial plan and also to ensure that the work carried out is good value and cost effective for our clients, we aim to work with clients who have at least £250,000 of investable assets (usually investments and pensions) or clients who are aiming to reach that level (for example via our “Young Professional” Wealth Builder Service). It takes time and expertise to assess your current financial position – we often find clients have more wealth than they realise. We would be happy to have an initial, free consultation to see if the services we offer are suitable for you.

Specialist advice

We also recognize that some people have a need for specialist advice related to their particular professional or personal circumstances. We have developed specific processes for these clients to allow us to use our extensive knowledge and expertise to cater to their particular needs (such as legislation, types of pension schemes and rules, risks, sudden changes in circumstances/employment). Please see the Specialist advice section to find out more.

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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