Our Clients

Who we work with

Jordan Financial Management
Excellent
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
Google user
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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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 68 reviews
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