Jordan Financial Management

Jordan Financial Management is a financial advisory firm based in Birmingham that has been advising clients for over 25 years. It is described as the longest established financial advisors firm in Sutton Coldfield. The firm provides independent financial advice and works with a wide variety of clients in a broad range of circumstances.

Mike Jordan is the Managing Director of Jordan Financial Management Ltd. He has over 30 years of experience in financial services, holds the Diploma in Financial Planning, and is a member of the Personal Finance Society. He specialises in retirement planning, investment management, and estate and Inheritance Tax planning, and has helped more than 1,500 clients. The team has over 100 years of combined experience in the industry.

Neil Currier has been providing independent financial advice since 1999 and has over 25 years of experience in financial services; he holds a Diploma in Financial Planning and is a member of the Personal Finance Society. Chris Jones joined the firm in 2019, holds the Dip PFS qualification, and is a member of the Personal Finance Society. John McHugh holds the APFS designation, is a Chartered Financial Planner, and is a member of the Personal Finance Society. The firm offers a free, no-obligation initial consultation.

Jordan Financial Management, based in Sutton Coldfield, earns consistent praise for the calibre of its retirement planning, investment portfolio work and pension fund reviews. Clients repeatedly describe meetings as meticulously prepared, with accurate financial data and projections presented so that non-specialists grasp the reasoning behind every suggestion. A theme running through the feedback is the use of modelling software to show how investments might perform, which reviewers say makes recommendations tangible and easy to follow. Named advisers feature prominently in the feedback.

Neil Currier is commended for deep knowledge, patience and a willingness to answer questions fully. Lenny Harley receives credit for comprehensive, closely tailored guidance, while Chris is noted for clear explanations of financial products and the legislation behind them. Several customers mention that proposed changes were backed by graphs and detailed justification, with plenty of opportunity to raise queries and weigh alternatives. Long-standing clients report strong growth across portfolios aligned to their age, circumstances and tolerance for risk, considering the charges fair exchange for confidence about the future.