Business Details
28 Years
experience
Your Trusted Partner for Financial Planning Solutions
Established in 1998, Jordan Financial Management is Sutton Coldfield's longest-established firm of independent financial advisers. With over 25 years of experience, we specialise in creating tailored financial strategies for clients across the Midlands and Staffordshire. Our unique JFM SmartPlan and JFM SmartInvest frameworks integrate decades of expertise in financial planning, investment management, and tax-efficient estate solutions.As regulated advisors by the Financial Conduct Authority, we prioritise client needs through transparent communication, continuous professional development, and a commitment to maintaining trust through long-term relationships. Our team acts as a central hub coordinating financial strategies with solicitors and accountants, ensuring comprehensive wealth management solutions.
Services
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Inheritance Tax Planning
Long-Term Care Planning
Insurance Solutions
Specialist Advice
Will Creation
Lasting Powers of Attorney
Details
- Year established: 1998
Highlights and features
- We have over 25 years of experience as Sutton Coldfield's longest-established independent financial advisory firm
- Our unique JFM SmartPlan framework integrates comprehensive financial planning with investment management
- 90% of our business comes from client referrals and recommendations
- We act as a central planning hub coordinating with solicitors and accountants
- Regulated by the Financial Conduct Authority for professional accountability
Associations and certifications
- Financial Conduct Authority
What people say
Trust the advice
Clear communicator
Excellent guidance
No questions seem ridiculous
Long-term confidence
Services
Financial Planning
Our JFM SmartPlan framework creates comprehensive financial strategies tailored to individual goals. We analyse cash flow, risk tolerance, and long-term objectives to develop sustainable plans that adapt to changing life circumstances while maintaining tax efficiency.
Retirement Planning
Specialising in pre- and post-retirement strategies, we help clients navigate complex pension rules and tax allowances. Our approach ensures sustainable income streams while maintaining flexibility for evolving retirement needs and lifestyle aspirations.
Investment Management
Using our proprietary JFM SmartInvest process, we create diversified portfolios aligned with risk profiles and financial objectives. Our strategies focus on long-term capital preservation and growth through carefully selected market opportunities and regular performance monitoring.
Estate Planning
We develop comprehensive estate plans integrating wills, trusts, and tax mitigation strategies. Our holistic approach coordinates with legal and tax professionals to ensure assets transfer according to client wishes while minimising inheritance tax liabilities.
Inheritance Tax Planning
Our specialists address the 'double inheritance tax trap' through strategic gifting, trust structures, and asset protection techniques. We help preserve family wealth across generations while maintaining compliance with evolving tax regulations.
People
Mike Jordan
Director and Independent Financial Adviser
Founder of Jordan Financial Management with over 25 years' experience in financial planning. Established the firm's unique advisory frameworks and maintains active client relationships while overseeing strategic development.
Neil
Senior Financial Adviser
Experienced adviser specialising in comprehensive financial planning for individuals and families. Known for clear communication of complex financial concepts and maintaining long-term client relationships through annual reviews and ongoing support.
Questions
What makes Jordan Financial Management different from other advisers?
We combine over 25 years' local experience with proprietary planning frameworks and act as a central hub coordinating with legal and tax professionals for comprehensive solutions.
How do you help clients understand complex financial matters?
We use clear communication and visual tools to explain financial concepts without jargon, ensuring clients fully understand their options and decisions.
What areas do you cover?
Primarily serving Sutton Coldfield and the wider Midlands region, with many long-term clients maintaining our services even after relocating.
How are your investment strategies structured?
Our JFM SmartInvest process creates diversified portfolios tailored to individual risk profiles, with ongoing monitoring and adjustments to maintain alignment with financial goals.
Can you help with specialist financial needs?
Yes, we provide tailored advice for business owners, medical professionals, legal professionals, and those experiencing significant life changes like divorce or inheritance.
