Jordan is passionate about financial education and has spoken at national conferences on the subject. He has specific expertise in helping people ‘re-think’ retirement, as well as assisting business owners preparing for sale. He regularly hosts workshops on both topics for numerous conglomerates and global CEO networks.
You may have also seen his face pop up on on your social media. Jordan is a widely recognised face in the financial world and has amassed a significant following as a result of the financial content he produces and the national press coverage it has received. He was recently shortlisted for the Magic Circle’s ‘Outstanding Individual of the Year’ award in recognition of his efforts to ‘educate the nation’ with regard to their finances. When he isn’t on camera, he is often the first point of contact for prospective clients at Saltus to help determine what type of advice they may require and which of the team is most suited to their needs.
Jordan has been working in the financial services industry for almost 10 years, working at Seven Investment Management prior to joining Saltus in 2020 to focus on the group’s growth strategy. He also has a BA in History from the University of York.
When he isn’t discussing pensions and compounding at the dinner table, he enjoys running, country pursuits, spending time with his family and walking his dog Nigel.
Jordan has specific expertise in helping people ‘re-think’ retirement, as well as assisting business owners preparing for sale.
Achievements & Awards
- Outstanding Individual of the Year – Magic Circle Awards 2023, finalist
- Member of the Personal Finance Society
- Affiliate Member of the Chartered Institute for Securities and Investments
- REBA Associate Member
- Financial planning
- Investment management
- Wealth management
- Retirement planning
- Pension consolidation
- Tax planning for high earners
- Tax-efficient drawdown
- Financial planning for entrepreneurs