Jordan Financial Management

Jordan Financial Management is an independent financial advisory firm based in Sutton Coldfield, offering financial planning and investment services. They have over 25 years of experience and focus on helping clients achieve their financial goals through tailored advice.
  • Specialist Advice
  • Financial Planning
  • Savings & Investments
  • Long-term Care Planning
  • Pensions & Retirement Planning
  • Wills, Estates & Inheritance Tax

Size
Small
Phone
0121 321 3055
Email
Available in Endole App
Locations
The Guildhall, 32 Lichfield Rd, B74 2NJ
01213213055
Digital Popularity
Popularity over time
Social Media
Competitors
Warwick Wealth Management
Warwick Wealth Management Ltd are financial advisers with over 25 years of industry experience, based in Streetly, Sutton Coldfield.
Deven Yagnic Wealth Management
Deven Yagnic Wealth Management offers bespoke financial advice tailored to individual client needs, ensuring strategic management and careful planning of wealth.
Company Details
Jordan Financial Management is operated by Jordan Financial Management Limited and is a Active company incorporated on 16 July 1998 with the registered office located in Sutton Coldfield, West Midlands. Jordan Financial Management Limited was registered 27 years ago.

Status
Active
Size
Small
Directors
3
Age
27 years old
Employees
14
Turnover
Unreported
Total Assets
£2.01M
Cash in Bank
£285.03K
Total Liabilities
-£218.56K

Director • British • Lives in England • Born in Jun 1969
Director • British • Lives in England • Born in Nov 1968
Jordon Financial Holdings Ltd
PSC
Teams
All
7
Finance
4
Support
2
Other
1
Independent Financial Advisor (IFA) Owner • Joined Oct 1995
Administrator • Joined Feb 2023
Administrative Assistant
Independent Financial Adviser • Joined Nov 2001
Independent Financial Adviser • Joined Jul 2017
Trainee Financial Advisor • Joined Aug 2022
Trainee Financial Adviser • Joined Aug 2021
Independent Financial Adviser • Joined Nov 2001
Independent Financial Adviser • Joined Jul 2017
Trainee Financial Advisor • Joined Aug 2022
Trainee Financial Adviser • Joined Aug 2021
Administrator • Joined Feb 2023
Administrative Assistant
Independent Financial Advisor (IFA) Owner • Joined Oct 1995