0330 038 8942
Based in Barnsley
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Jordan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 09 April 2025
Jordan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Jordan has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jordan has received 10 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 06 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Jordan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Jordan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jordan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jordan has provided information on their typical fees
Jordan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Jordan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 09 April 2025
Jordan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Jordan has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jordan has received 10 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 06 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Jordan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Jordan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jordan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jordan has provided information on their typical fees
Jordan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
My passion is helping clients understand and take control of their financial future, free from confusing jargon and unnecessary complexity. I focus on delivering a client experience that is transparent, approachable, and results-driven. Whether you're planning for retirement, looking to invest, or seeking to protect and grow your wealth, my goal is to provide advice that’s easy to understand and implement. I’m committed to building lasting relationships based on trust, ensuring that you feel confident and informed every step of the way. I am based at Crosby financial planning where I offer advise on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice service.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Jordan's clients
Based on responses provided by clients who have reviewed this adviser
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Adviser Disclaimer
Crosby Financial Planning Ltd advisers are qualified in financial planning and advise on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice service.