Jordan Financial Management - Sutton Coldfield

Jordan Financial Management

Located at The Guildhall, 32 Lichfield Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B74 2NJ, United Kingdom, Jordan Financial Management is a prominent financial consultant firm dedicated to providing top-notch financial guidance to its clients. The company can be reached by phone at 1213213055 or via their website jordanfm.co.uk.

Specializing in financial consultation, Jordan Financial Management takes a personalized approach to helping clients manage their finances effectively. They offer a range of services, including online appointments, to cater to the diverse needs of their clientele. The firm is committed to accessibility and has wheelchair-friendly facilities, including entrance, parking lot, and restroom.

With 74 reviews on Google My Business, Jordan Financial Management boasts an impressive average rating of 5/5. Clients often praise the firm's dedication to their clients' best interests, ensuring they have the best options to maximize savings and financial growth. Mike and James, two key members of the team, are frequently commended for their expertise, professionalism, and willingness to assist clients with any questions they may have.

At Jordan Financial Management, the team's commitment to excellence, combined with their deep understanding of financial matters, sets them apart in the industry. Whether you're looking to optimize your savings, plan for retirement, or navigate other financial challenges, Jordan Financial Management provides the guidance and support you need to achieve your goals.

Key Features and Recommendations

• Specialties: Financial consultant
• Other Points of Interest: Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Appointment required
• Reputation: Excellent, with an average rating of 5/5 based on 74 reviews on Google My Business

👍 Reviews of Jordan Financial Management

Jane H.

5/5

My family and I have been clients of Jordan Financial Management for many years, and I can confidently say they provide excellent service. They are always looking out for my best interests, ensuring I have the best options to maximize my savings and financial growth. I completely trust Mike and James - they are both incredibly knowledgeable and professional. Mike, in particular, has been extremely helpful, always taking the time to answer any questions I have. Their dedication and expertise make a huge difference, and I highly recommend them to anyone looking for expert financial guidance.

Greychrome

5/5

When dealing with any organisation it's the people in the organisation that make the difference. We have had several constructive meetings with Neil from JFM. His approach is professional but relaxed, he explains the complex in simple terms and focuses on the reality of our needs. We feel very confident in his support..

Janet O.

5/5

I feel very comfortable discussing my details with my advisor, Chris. I have been a client of JFM for many years dealing with Mike initially. I trust the advice given wholeheartedly and they have gained very good results for me. I would highly recommend their services..

Martin F.

5/5

We have known Neil for about 20 years. We appreciate his approach of listening and understanding our financial position as well as our attitude to risk, to then propose suitable solutions, whilst respecting individual preferences. I have to confess that I have very little understanding of finances, however my impression is that Neil keeps his financial knowledge and skills up to date with enthusiasm and interest for the matter. He communicates in a calm, rational and informative way that we have been impressed by. We have appreciated his long term follow up of our situation and have always felt reassured by his advice.

Shaun C. -. C.

5/5

Chris, Mike, and all the team at JFM have been hugely helpful as my wife and I look at the financial impact of long term care options for my wife's parents, along with investment opportunities. The team really care about everyone as individuals and we appreciate all the support they have given us to date.

Trevor N.

5/5

I have been a client of JFM for over 20 years during which time I have received sound advice from a professional, helpful and frlendly team who have always ensured that my investment has been best placed for the outcome I wish to achieve.

Sue L.

5/5

Can recommend wholeheartedly. We find Neil friendly, professional, and well prepared. He always listens and reacts to our changing needs and offers options to suit us.

Keith T.

5/5

Our relationship with our financial adviser, Neil, spans many years over which time he has acquired a detailed knowledge of our financial affairs and our attitude towards risk. As such, we trust his judgement and are completely confident that Neil's advice regarding our financial matters is always in our best interests.