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As a lifestyle financial planner, Jordan’s aim is simple: to help his clients enjoy meaningful lives with the money they have available.
Having worked at the intersection of life and money for several years, Jordan’s approach is rooted in the belief that money should serve the individual and the life they wish to lead. Even the most sophisticated investment portfolio has little value if it doesn’t bring someone closer to their personal goals.
Jordan’s attention is firmly on the things within his clients’ control, rather than those outside it, such as investment markets and headlines. He finds this approach particularly valuable when working with accomplished individuals who have busy lives and competing priorities. As a Chartered financial planner, he can also provide holistic advice across pensions, investments, tax, and estate planning.
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Jordan divides his time between London and Leicestershire, where he and his partner recently bought a renovation project in the village they grew up in. London, where he built his career and business, still feels like home, but he enjoys having the best of both worlds.
Outside of work, Jordan’s interests include cycling and skiing. A lifelong cycling enthusiast, he’s travelled to Mallorca to tackle its famous mountain roads, while more recently he’s taken up skiing, with trips to Chamonix, Avoriaz, and Sauze d’Oulx. He’s also partial to exploring local farm shops, enjoying a long lunch, and perfecting his homemade pizza, with mixed results so far!
of clients believe that working with us has, or will, help them achieve their financial goals
of clients would recommend us to their friends, family, or colleagues
of clients were very satisfied that we understood their needs, goals, aspirations, and objectives