0141 376 0059
Based in Glasgow
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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: 26 April 2025
Jordan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Jordan has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jordan has received 9 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: 27 March 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.
Qualifications Uploaded
Jordan has not yet added their qualifications to their profile
Qualifications not yet added
Jordan has not yet added their qualifications to their profile
Transparent Fees
Jordan has not yet added their fees to their profile
Fees not yet added
Jordan has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jordan (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Jordan
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jordan (based on 3 first impressions)
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: 26 April 2025
Jordan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Jordan has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jordan has received 9 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: 27 March 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.
Qualifications Uploaded
Jordan has not yet added their qualifications to their profile
Qualifications not yet added
Jordan has not yet added their qualifications to their profile
Transparent Fees
Jordan has not yet added their fees to their profile
Fees not yet added
Jordan has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jordan (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Jordan
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jordan (based on 3 first impressions)
As an experienced financial adviser, my mission is to help you achieve your financial goals with confidence and clarity. I believe in building lasting relationships founded on trust, transparency, and a deep understanding of your unique circumstances. With over a decade of experience in retirement planning, investment management & wealth preservation. I specialize in crafting personalised strategies that align with your aspirations, whether you’re planning for a secure retirement, growing your investments, or protecting your family’s future. My approach is straightforward: I take the time to listen, understand, and create tailored solutions that make your financial journey less daunting and more rewarding. I’m here to simplify the complex world of finance, offering practical advice and ongoing support every step of the way. I'd be delighted to offer a free 1 hour initial free consultation at my office located in Glasgow City Centre or alternatively organise a meeting at your home address or via Microsoft Teams. The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment.
£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
Clients' level of financial expertise
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