Jordan is passionate about helping his clients to put the necessary plans in place to achieve their long-term financial objectives and aspirations.
He prides himself on trying to make complex planning simple. He delivers his advice in an engaging and pragmatic format so that clients can concentrate on the bigger picture whilst he takes care of the details. Jordan provides a range of investment and tax planning advice to clients from all walks of life but has particular expertise in supporting HNW individuals and senior executives with complex planning needs. He enjoys helping clients to build their wealth, draw on it sustainably in their retirement and pass it on to the next generation.
Jordan started work in the Wealth Management industry a short while after completing his BSc (Hons) in Business Studies. He is qualified to the highest level possible as a Chartered Fellow of the CISI as well as holding various other financial planning qualifications. Jordan joined Saltus as part of a merger with NSL Wealth Management where he was a director and had worked for 13 years.
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.
Jordan enjoys helping clients to build their wealth, draw on it sustainably in their retirement and pass it on to the next generation
"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! "
"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. "