Business Details
28 Years
experience
Your Trusted Partner for Financial Planning Solutions
Jordan Financial Management, Sutton Coldfield's longest-established firm of independent financial advisers, has been delivering expert financial planning services for over 25 years. Our client-first approach prioritises trust, honesty, and integrity while leveraging extensive industry experience to help clients achieve their financial goals. We specialise in creating tailored financial strategies through our unique JFM SmartPlan and JFM SmartInvest frameworks, developed from decades of practical application and continuous refinement. Our team of qualified professionals maintains deep expertise in retirement planning, investment management, estate planning, and tax-efficient wealth preservation.As a locally rooted business with a strong regional presence across the Midlands and Staffordshire, we combine community values with professional excellence to deliver sustainable financial solutions. Our commitment to ongoing client education ensures clients remain informed about their financial strategies and market developments. With 90% of our business coming from client referrals, our reputation for reliable advice and exceptional service continues to grow.
Services
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Inheritance Tax Advice
Long-Term Care Funding
Insurance Solutions
Specialist Advice
Wealth Management
Tax Planning
Details
- Year established: 1998
Highlights and features
- We offer over 25 years of proven experience in independent financial advisory services
- Our client-first approach prioritises trust, honesty, and integrity in all recommendations
- We utilise proprietary financial planning frameworks developed through decades of practice
- Our team includes qualified professionals with specialist knowledge in tax-efficient planning
- 90% of our business comes from client referrals, demonstrating strong client satisfaction
Associations and certifications
- Financial Conduct Authority
What people say
Absolute confidence in advice
Truly independent advice
Yearly updates provided
Clear communication style
Expert guidance over years
Services
Financial Planning
Our comprehensive financial planning service helps clients create structured strategies to achieve their financial goals. Using our proprietary JFM SmartPlan framework, we assess your current financial position, identify objectives, and develop actionable plans covering investment strategies, retirement planning, and risk management. The process ensures your financial resources are optimised to support your lifestyle aspirations while maintaining appropriate safeguards.
Retirement Planning
Specialist retirement planning services help clients prepare for their post-work years. We analyse pension provisions, tax implications, and income requirements to create sustainable withdrawal strategies. Our approach considers changing regulations and market conditions to ensure clients can maintain their desired lifestyle while minimising tax liabilities through strategic pension drawdown arrangements.
Estate Planning
Comprehensive estate planning solutions protect your assets and ensure efficient wealth transfer. We help clients navigate will creation, inheritance tax mitigation, and trust structures while coordinating with legal professionals. Our approach combines tax efficiency with family considerations to preserve wealth across generations and implement clients' wishes regarding asset distribution.
Investment Management
Our investment management service focuses on creating diversified portfolios aligned with clients' risk profiles and financial objectives. Using the JFM SmartInvest framework, we select appropriate investment vehicles, monitor performance, and make strategic adjustments. The service includes regular reviews to ensure investments remain aligned with changing market conditions and personal circumstances.
Inheritance Tax Advice
Specialist inheritance tax advisory services help clients minimise tax liabilities through strategic planning. We identify potential tax exposures and implement solutions such as trust structures, gifting strategies, and asset reorganisation. Our approach considers both immediate tax savings and long-term wealth preservation while maintaining flexibility for changing family circumstances.
People
Mike Jordan
Director and Independent Financial Adviser
Founder of Jordan Financial Management with over 25 years' experience in financial advisory services. Specialises in creating strategic financial frameworks and mentoring younger advisers to maintain high service standards.
Neil
Senior Financial Adviser
Experienced financial adviser with specialist expertise in retirement planning and investment strategies. Known for clear communication and long-term client relationships, providing annual portfolio reviews and ongoing support.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, investment management, estate planning, inheritance tax mitigation, and specialist advice tailored to individual circumstances.
Are your services regulated?
Yes, Jordan Financial Management is authorised and regulated by the Financial Conduct Authority (FCA).
How do you charge for your services?
We offer a free initial consultation. Our ongoing fees are transparent and based on the complexity of your financial situation and required services.
Can you help with pension planning?
Yes, we specialise in retirement planning including pension consolidation, tax-efficient withdrawals, and sustainable income strategies for post-retirement years.
Do you work with clients outside the Midlands?
While based in Sutton Coldfield, we work with clients across the UK and maintain relationships with clients who have relocated from our regional base.
How often do you review financial plans?
We recommend annual reviews but provide ongoing support and adjustments as needed due to changing circumstances or market conditions.
