Jordan Batchelar
Chartered Financial Planner, Partner
Jordan is passionate about helping his clients put the necessary plans in place to achieve their long term financial goals and aspirations. He prides himself on making complex planning feel simple and delivering advice in a clear, pragmatic, and engaging way – enabling clients to focus on the bigger picture while he manages the finer details.
He provides a range of investment and tax planning advice to clients but has particular expertise in supporting high net worth individuals and senior executives with more complex financial needs. Jordan takes great satisfaction in helping clients grow their wealth, access it sustainably in retirement, and pass it on effectively to the next generation.
Jordan started work in the wealth management industry shortly after completing his BSc (Hons) in Business Studies and has since achieved the highest level of professional qualification as a Chartered Fellow of the Chartered Institute for Securities & Investment, alongside holding a number of other financial planning accreditations.
Jordan joined Saltus following its merger with NSL Wealth Management, where he served as a director and spent 13 successful years advising clients.
Jordan enjoys helping clients build their wealth, draw on it sustainably in their retirement, and pass it on to the next generation.
"Jordan has advised me for several years now and has always struck the perfect balance of being both professional and personable. "
Rob, London
"Jordan’s professionalism, expertise and personalised approach to financial planning has helped me to achieve my financial goals and make informed decisions about my investments. "
Karen, Bushey
"Jordan is approachable, extremely well organised, responds quickly to any questions I have, and genuinely cares about his clients."
Pete, Rickmansworth
"I have found Jordan's advice invaluable. I have peace of mind that my financial objectives are attainable, and my eventual retirement is on track. "
Adam, Watford
"Approaching retirement, and with several defined benefit pensions, an ISA, an offshore fund and personal pensions I decided to find a really good adviser who would add value, over some others who I had dealt with who were less thorough in their approach. Jordan is a very dedicated adviser, who never takes his business or his clients for granted and who really enjoys applying his expertise to your situation. He has consolidated all my various ‘pots’, and manages its investment very well indeed. I can relax a little! "
Lindy
"Jordan’s advice has been fundamental in helping us achieve our financial goals. We have dealt with him over a number of years and have seen his advice come to fruition. Jordan has a clear and concise way of making sometimes complex investment and tax planning simple. Dealing with him has brought us great peace of mind that investment risk is being well managed, and we can therefore rest assured that our lifestyles will be sustained. This is always coupled with excellent service and communication which makes for a great relationship. "
Adam
At home...
Jordan lives in Buckinghamshire with his wife, daughter, and unruly dog! Outside of work, he enjoys training at his local gym, playing golf and going on long walks with his family.