Jordan Financial Management Ltd is a firm of independent financial advisers specialising in Inheritance Tax, Estate Planning, Investments, Pensions, Retirement Planning and Mortgages.

Being ‘independent’ means we have access to over 130 different product providers and their financial products, enabling us to search the entire marketplace for the best solutions to suit your financial objectives. We hold free informative seminars locally each month, and offer a free initial appointment service. As members of the Society of Will Writers, with an in-house Will writing service, our friendly, professional team of advisers and support staff offer a one-stop shop for all your financial planning needs.

Jordan Financial Management Ltd is regulated by the Financial Services Authority (FSA).