Expertise

  • Pension Advice
  • Investment Planning
  • Investment Advice
  • Pension Transfers
  • Pensions for Directors
  • Insurance Advice
  • Estate planning
  • tax advice
  • Financial Advice
  • Financial Adviser
  • Wealth Management
  • Wealth Preservation and Growth
  • Wealth Improvement
  • Cashflow

Summary

A financial planner with a wealth of experience in the pension and investment arena. I advise individuals, families, and business clients throughout the UK and provide holistic financial planning advice to to meet their lifetime goals and objectives. 

Call me today in confidence and I can explain how our services and financial planning expertise at The Financial Planning Centre can help you and your family or business interests.

I am an outgoing individual who strives for success and great cutomer outcomes for my clients. I am a keen believer in proffessional development through learning, reflecting, and taking proffessional qualifications to improve myself individually and academically.

I am a keen golfer and football fan, love music, and I like to visit new places and restaurents.  

 


Experience

  • The Financial Planning Centre

    Financial Adviser & Shareholder
    - Current
    The Financial Planning Centre

Email Jordan

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