Jordan Financial Management Financial Service in The Royal Town of Sutton Coldfield, Birmingham

Reviews

1. Peter Jones ★★★★★

   My wife and I have been clients of Jordan Financial Management for many years, so we are in an excellent position to recommend them wholeheartedly. On a regular basis, we are given thorough information and professional guidance based upon our perceived needs and the use of accurate financial data. Our financial situation is projected forward to give a clear picture of our future position, so that any necessary action can be taken in good time. They have also given invaluable guidance in the preparation of our wills and the creation of a family trust.They clearly have our best interests at heart and have led us to a comfortable retirement!

   almost 8 months ago
2. Richard Bruce ★★★★★

   For many years now Neil has provided excellent advice to organise our financial affairs and associated matters. Now as we approach our senior years the emphasis is on protecting our investments and providing for our children and grandchildren. Everything is always thoroughly explained in easily understood terms. We are extremely grateful to Neil and all at JFM for many years of advice and it is very reassuring that the same excellent advice is now being given to our children and their families. Thank you to all at JFM..

   almost 9 months ago
3. Anne A ★★★★★

   Neil always talks in terms I can understand. The software he uses shows my future finance very clearly. No questions seems ridiculous to him ... or at least that is how he makes me feel and I have absolute confidence that he is looking after my finances very well.

   almost 10 months ago

1. BARBARA OVERTHROW ★★★★★

   I attend a financial review meeting every year and it was lovely to learn new things on offer and to be assured we are on the right track with everything being done for us. Being helped to make decisions without confusion or financial “speak” that isn’t always understood by some folk. Thank you to a great team always there to answer any queries we may have.

   almost 10 months ago
2. J Elk ★★★★★

   I have been with Jordans for some years now, initially for some advice regarding a Stocks and Shares ISA. Recently, I asked them to look at my pension funds because I felt that the returns were poor. I have been delighted with the outcome in both cases. My adviser is Lenny Harley and his advice is always comprehensive, helpfully modelled using software and carefully tailored to my situation. Jordans constantly monitor the funds I am invested in, meaning that even in these febrile times, I feel very calm about my financial situation because I know it is being handled by consumate professionals.

   almost 10 months ago
3. Chris Hodgkinson ★★★★★

   Jordans have managed our savings and income for the last 13years improveing the value of our assets through some difficult times.Prior to being recommended to Jordans we found there was no such thing as an independent advisor,but the advice Jordans have provided has been truly independant . For which we pay a fair management fee.

   almost 3 years ago

1. Geoff Bowen ★★★★★

   I was very worried about using a Financial Advisor when I first went to Jordan FM but I needn’t have. For the previous ten years they have made very sound investments for me following easy to understand explanations and guidance. Our investments have done very well and are reviewed with me on a regular basis. I would thoroughly recommend them. Neil Currier in particular has been very good for me and guided me effortlessly through the world of personal investments.

   almost 3 years ago
2. Delyth Hughes ★★★★★

   I do not have the financial acumen or knowledge to manage my investments myself so greatly value knowing that my money is being invested as safely as possible (according to my willingness to take risk) and is being well-managed on my behalf. I find the yearly in-depth review of my financial affairs, not just the investments, really useful in helping me understand the factors affecting the current financial markets and in enabling me to plan for the short and long-term future. Neil explains everything given in a clear and understandable manner

   almost 3 years ago
3. Frank Boddy ★★★★★

   Neil has been advising me on financial affairs for many years. The most important thing is that I completely trust the advice he gives me. On top of that he is knowledgeable, a very clear communicator, reliable, understanding of my situation and always friendly.

   almost 3 years ago

1. Leonora Whittome ★★★★★

   Neil Courier is our financial advisor. He and his team are kind, patient and give very sound advice, tailoring our investments to suit each one of us. He also has the ability to explain quite complicated information very clearly which is really helpful. I couldn't recommend them highly enough.

   almost 3 years ago

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