Jordan Financial Management Ltd

Jordan Financial Management is a well-established firm of independent financial advisers, based in Sutton Coldfield, with a long-standing history of providing first-class financial services to clients throughout the Midlands and Staffordshire. With over 25 years of experience, we have built up a wealth of knowledge and expertise, enabling us to offer informed and unbiased financial advice to a diverse range of clients.

Our experienced team of financial advisers is dedicated to providing a personalised and professional service, tailored to meet the unique needs of each individual client. We work closely with our clients, taking the time to understand their financial goals and aspirations, in order to develop a bespoke financial plan that will help them to achieve their financial objectives.

At Jordan Financial Management, we pride ourselves on our commitment to building long-term relationships with our clients, based on trust, dependability, and exceptional service. Our many years of experience and proud history have given our clients the confidence to put their trust in us, knowing that their financial affairs are in the hands of a reputable and reliable firm.

Our Services

At Jordan Financial Management, we offer a comprehensive range of financial services, designed to help our clients build up, make use of, and safeguard their savings and investments. Our services include:

• Financial Planning: Our unique financial planning blueprint, JFM SmartPlan, draws upon our 25 years of financial planning experience and expertise, bringing together all of the areas that make up a financial plan, including pensions and retirement planning, savings and investments, and inheritance tax and estate planning.
• Pensions & Retirement Planning: We offer expert advice on all aspects of pensions and retirement planning, from selecting the most appropriate pension scheme to maximising your retirement income.
• Savings & Investments: Our team of experienced financial advisers can help you to make the most of your savings and investments, with expert advice on investment strategies, asset allocation, and risk management.
• Planning for Long-Term Care: We can help you to plan for the cost of long-term care, providing peace of mind for you and your loved ones.
• Insurance: We offer a range of insurance products to protect you and your family, including life insurance, critical illness cover, and income protection.
• Wills, Estates & Inheritance Tax: Our specialist advice on wills, estates, and inheritance tax can help you to minimise your tax liabilities, protect your assets, and ensure that your wishes are carried out.
• Business Owners: We offer a range of financial services for business owners, including business protection, key person insurance, and pension planning.
• Medical Professionals: Our specialist financial advice for medical professionals includes income protection, critical illness cover, and pension planning.
• Legal Professionals: Our financial services for legal professionals include pension planning, investment advice, and mortgages.
• People experiencing Divorce: We offer expert financial advice for people experiencing divorce, including pension sharing, income provision, and asset division.
• Trustees of Trusts: Our financial services for trustees of trusts include investment advice, tax planning, and trust management.
• Young Professional Wealth Builder: Our financial services for young professionals include savings and investment advice, pension planning, and debt management.
• Recipient of an Inheritance: Our financial advice for recipients of an inheritance includes investment advice, tax planning, and estate planning.
• Personal Injury Award Recipients: Our financial services for personal injury award recipients include investment advice, trust management, and tax planning.