The reason for our long history of success? We always look after our clients as we would want to be looked after ourselves - 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.

Trust, dependability, experience and continuity are all essential factors to consider when choosing your adviser.

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Our Approach

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Trust is the first step in building a relationship, particularly when dealing with something as important as your financial future. This is one of the reasons why, for over 25 years, we have always ensured that Jordan Financial Management has occupied an easily accessible and highly visible high street location.

What is financial planning

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Our more than 25 years of experience has helped us develop a unique and clear advice process - JFM SmartPlan to help you identify and achieve your goals. If an investment product is subsequently needed as part of the planning process then we would use our unique investment process - JFM Smart Invest as part of this process.

Pensions & Retirement Planning

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Whether you are starting to think about retirement planning, wondering if you could retire soon, or are already in retirement, we can offer you expert advice to give you the best possible chance of living the lifestyle you want. Good retirement planning can literally transform your life, giving you the freedom to live your life in the way that you choose.

Savings & Investments

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Investing wisely and appropriately is key to making your money work for you and building your wealth over time. The world of investments can appear complex, and even daunting, but we have the knowledge, experience and resources to explain and recommend appropriate investments for your personal needs and circumstances, and to monitor and manage these investments on an ongoing basis.

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