Jordan Mushet

Jordan Mushet

Pivotal Financial Planning

Minimum savings/pensions: Any amount

0141 376 0059
Based in Glasgow
View location

Verified since: March, 2025

5 out of 5

12 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    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

    Verified reviews: 100%

    Jordan has received 9 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    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

    Qualifications not yet added

    Jordan has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Jordan has not yet added their fees to their profile

  • 3

    Positive 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

    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

    Verified reviews: 100%

    Jordan has received 9 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    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

    Qualifications not yet added

    Jordan has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Jordan has not yet added their fees to their profile

  • 3

    Positive 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).

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