Jordan Financial Management Ltd

Improving your financial future

The Guildhall, 32, Lichfield Rd, Sutton Coldfield, B74 2NJ Directions

Tel 0121 321 3055
   Now closed Open today 09:00 - 17:00

Business overview

As Sutton Coldfield’s longest established firm of independent financial advisers, we have assisted thousands of people to achieve their financial goals.

As Sutton Coldfield’s longest established firm of independent financial advisers, we have built up a huge amount of knowledge and experience and assisted thousands of people, from across the Midlands and Staffordshire, to achieve their financial goals over more than 25 years of advising clients.

We put our clients first

The reason for our long history of success? We always look after our clients as we would want to be looked after ourselves – with trust, honesty and integrity. We are dedicated to examining and improving our knowledge and processes in relation to financial planning; investing; tax and estate planning and everything we learn is then shared and used for the benefit of our clients via our unique Jordan Family Wealth Roadmap.

We offer a free, no-obligation 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

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Products & Services

Financial Planning

Independent Financial Advisers

Investments

Pensions

Tax

Estate Planning

Inheritance Tax planning

IHT

Wills

LPAs

Lasting Powers of Attorney

specialist advice

FCA Regulated

Financial Consultants

Financial advice

IFA

Financial adviser

Financial advisor

Wealth management

Wealth managers

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