Business Details
28 Years
experience
Trusted Financial Advisers in Sutton Coldfield
Established in 1998, we are Sutton Coldfield's longest-standing independent financial advisory firm with over 25 years of dedicated service. Our client-first philosophy prioritises trust, honesty, and integrity, demonstrated through our accessible high-street presence and commitment to local community engagement. We specialise in comprehensive financial planning blueprints like JFM SmartPlan, integrating decades of expertise in investment strategies, tax-efficient estate planning, and retirement solutions. Our unique approach combines rigorous market analysis with bespoke client consultations, ensuring recommendations align precisely with individual financial goals.We maintain rigorous professional standards through continuous education and FCA regulation, evidenced by our 97 client reviews highlighting exceptional communication and long-term relationship-building. Our team of seasoned advisers, including director Mike Jordan, delivers tailored solutions for business owners, professionals, and families across the Midlands and Staffordshire regions.
Services
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Inheritance Tax
Insurance Advice
Wills
Lasting Powers of Attorney
Details
- Year established: 1998
Highlights and features
- 25+ years of proven expertise in financial planning and investment management
- Client-first approach with transparent, jargon-free communication
- FCA-authorised and regulated for professional accountability
- Free initial consultation with no-obligation financial review
- Specialist knowledge serving business owners and professionals
Associations and certifications
- Financial Conduct Authority
What people say
Trust the advice
Expert guidance
No questions ridiculous
Transparent communication
Long-term relationship
Services
Financial Planning
Our JFM SmartPlan process creates tailored financial roadmaps combining 25+ years of expertise with cutting-edge technology. We identify personal goals and develop tax-efficient strategies for wealth accumulation and preservation. Our independent status allows unbiased recommendations across the entire market, ensuring solutions perfectly match individual risk profiles and life objectives.
Retirement Planning
Specialising in retirement income strategies, we help clients navigate complex pension rules and tax allowances. Our advice focuses on sustainable income generation while maintaining capital growth. We provide comprehensive reviews of existing pension arrangements and develop phased retirement plans tailored to individual lifestyle aspirations.
Investment Management
Using our proprietary JFM SmartInvest methodology, we construct diversified portfolios aligned with client risk tolerance and financial objectives. Our approach combines rigorous market analysis with ongoing performance monitoring. We specialise in creating balanced investment strategies that adapt to changing market conditions while maintaining long-term growth potential.
Estate Planning
We develop comprehensive estate plans to protect assets and facilitate smooth wealth transfer across generations. Our services include will reviews, trust creation, and tax mitigation strategies. We coordinate with legal and tax professionals to ensure holistic solutions that address inheritance tax, long-term care costs, and family business succession.
Inheritance Tax
Our specialists address inheritance tax challenges through strategic gifting, trust structures, and asset protection techniques. We help clients navigate the 'double inheritance tax trap' and develop solutions to preserve family wealth. Our approach combines legal expertise with financial planning to maximise tax-efficient asset transfer.
People
Mike Jordan
Director and Independent Financial Adviser
Founder of Jordan Financial Management with over 25 years' experience in financial planning. Specialises in creating bespoke wealth management solutions for business owners and professionals. Maintains rigorous professional standards through continuous FCA-regulated practice development.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including retirement strategies, investment management, estate planning, and tax-efficient wealth transfer solutions tailored to individual client needs.
Are you regulated by any official body?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 3599063.
Do you offer free initial consultations?
Yes, we provide free, no-obligation initial consultations to discuss your financial goals and review your current circumstances.
What areas do you serve?
Primarily serving Sutton Coldfield and the wider Midlands region, with clients across Staffordshire and beyond.
How do you charge for your services?
We operate a transparent fee structure with fair management fees based on the complexity of services provided, discussed during your initial consultation.
Can you help with inheritance tax planning?
Yes, we specialise in inheritance tax mitigation strategies including trust structures and asset protection techniques to preserve family wealth.
Reviews (5)
Annie Cox
Jul 31, 2021
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I have dealt with Neil Currier now for over a decade. He has always provided me with excellent, professional advice and would have no hesitation in recommending him to my friends and family.
Sheila Irvine
May 28, 2020
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I have been with Jordan Financial from the start. I found they explained everything in a way that I could understand, and if I asked a question they could answer it, which had not always been my experience. They are friendly but professional.
Pamela Fitzpatrick
May 15, 2020
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I recently retired and the Jordan team setup a private pension that has performed exceptionally well. Every person I spoke to were knowledgeable, very friendly and genuinely cared. Paper work is made extremely easy as they label exactly were information is required.
Lorraine Poole
Feb 05, 2020
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Great service. Knowledgeable and explained everything throughly in plain terms and provided variety of investment options tailored to my situation.
Jc F.
Jan 30, 2020
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Four years ago I had the opportunity to retire early but I was very apprehensive about my future finances. After consulting Jordan's financial services I had the confidence to take this massive step. Jordan's have really made my money work for me. I am constantly updated with my portfolios performance and advised when it is beneficial to move products. The Jordan team are really knowledgeable and friendly, when I have a query they always go the extra mile to ensure I fully understand their explanation.
