Independent Financial Adviser - Jordan Newbold

Independent Financial Adviser - Jordan Newbold Thank you for viewing my page, if you require help with Insurance, Investment advice, Pension advice

I am Jordan Newbold, JMN Financial is a sub company of Financial Design (IFA) Ltd. I am a Financial Adviser based in Kenilworth

My page is in line with "The FCA’s supervisory approach to
financial promotions in social media".

10/04/2026

After two weeks away, I’ll be returning to the office on Monday, refreshed and ready to support clients and connections alike.

If there’s anything you’d like to review or discuss, please feel free to get in touch and we can arrange a suitable time beginning of May!

Wishing you all a great weekend.

Out of office… but never off mission 🌍✈️Taking some time to recharge, reset, and spend quality time with the family afte...
27/03/2026

Out of office… but never off mission 🌍✈️

Taking some time to recharge, reset, and spend quality time with the family after a crazy tax year end — because great financial planning isn’t just about building wealth, it’s about creating the freedom to enjoy moments like these.

If you’re wondering whether your finances are set up to give you that same freedom, let’s have a conversation when I’m back!

For now… switching off notifications and switching on holiday mode ☀️.

My phone and emails are not monitored during my annual leave. But please call the office on 01926 748025 for urgent enquiries.

See you in two weeks 👋🏻🏌️‍♂️

29/01/2026

What happens in an annual financial review? 👇

📊 Review the last 12 months’ performance
🎯 Revisit your goals (life changes)
🌍 Plain-English market update
🧾 Use CGT, Dividend, ISA & Pension allowances
🔍 Plan next steps — proactively

📅 Clients book straight into my diary.
That’s ongoing financial planning!

✨ Thank You for the Recommendations ✨I just want to say a huge thank you to everyone who has recently recommended me and...
21/01/2026

✨ Thank You for the Recommendations ✨

I just want to say a huge thank you to everyone who has recently recommended me and Financial Design (IFA) Ltd to friends, family and colleagues.

Your trust and support genuinely means a lot, and it’s the reason my diary is now fully booked until late Feb for new client meetings🙏

Existing clients - there is plenty of room in my diary for you, as my priority is to manage your investments and book in annual and ad-hoc reviews)

Thank you again to those who continue to support my business — it really is appreciated.

Here’s to a busy and positive start to the year 🚀

16/01/2026

Happy Friday ☀️

Just a few of the things we’ve been working on at Financial Design this week:
• Supporting a client through financial planning during divorce 🤝
• Reviewing multiple pensions and restructuring long-term investments 📊
• Creating a retirement cashflow model with a £600k target 🧮
• Certifying a Lasting Power of Attorney for a client ✍️

This is just a snapshot of the work we do day to day.

If any of the above resonates or feels relevant to your own situation, feel free to get in touch next week 📩

Have a great weekend 🌤️

08/01/2026

New Year. New Goals. Better Financial Decisions.

As we start a new year, many people think about getting healthier, happier… but what about getting financially stronger?

That’s where an Independent Financial Adviser (IFA) can help.

As an IFA, we work for you — not a bank or insurance company. That means we can:
✔️ Review your investments and pensions
✔️ Ensure your money is invested in the right funds for your goals and attitude to risk
✔️ Help protect you and your family with the right life insurance and protection
✔️ Advise on mortgages and borrowing
✔️ Create a clear, joined-up financial plan for the years ahead

Whether you want to:
• Make your money work harder
• Plan for retirement
• Protect your family
• Or simply gain peace of mind

Independent advice gives you clarity, confidence, and control over your finances.

📅 The start of a new year is the perfect time to get a second opinion or finally put a plan in place.

📩 If you’d like an informal chat about your finances, feel free to message us.

Financial Design (IFA) Ltd – Independent advice, designed around you.

06/01/2026

We are back!

Looking forward to getting going again for you all!

It’s been a great break with family and I hope you all did too!

16/12/2025

Good morning!

We’re in the final week before Christmas, as we’ll be closing from Friday 20th December 🎄📅

Clients: you’ll shortly receive Financial Design’s Christmas newsletter by email, which includes full details on our Christmas closure and additional annual leave 🤶

Our diary is fully booked for the first couple of weeks in January, with availability for new enquiries/client meetings opening again from around 19th January 🧑‍🎄

Financial Design Clients - I’ll fit you in when convenient to you in Janaury.

Wishing you all a very Merry Christmas and a Happy New Year! 🎄✨

A quick update from me:I’m officially booked solid until 13th January for financial advice appointments.If you’re lookin...
06/12/2025

A quick update from me:
I’m officially booked solid until 13th January for financial advice appointments.

If you’re looking to sort your pension, get investment advice, or start planning for the year ahead, just drop me a message and I’ll get you booked in for the new year!

Really appreciate the support from clients and the referrals I’ve had over the last 12 months! l

28/11/2025

Just a friendly reminder:

To give every client the attention they deserve, I keep communication within working hours. Messages sent late in the evening may not receive a response next day because more often than not, I have meetings lined up for the next day. I always try to get back to my clients within 24 working hours.

I had a message at 11pm last night asking for a reply to an email. This is not acceptable.

27/11/2025

🍁 Autumn Budget 2025 – Key Highlights

The Chancellor’s Autumn Budget brought several big changes that will impact savers, investors and homeowners. Here are the headline points your clients need to know:

🔹 Cash ISA allowance cut
From April 2027, under-65s will see their cash ISA limit fall from £20,000 → £12,000. Stocks & Shares ISAs become even more valuable.

🔹 Dividend, savings & rental income taxes rising
Higher taxes on non-earned income mean many investors and landlords will see increased liabilities from 2026/27.

🔹 Salary-sacrifice pensions tightened
From 2029, only £2,000 of salary-sacrifice pension contributions will be exempt from National Insurance. Significant impact on higher earners.

🔹 “Mansion tax” style property surcharge
Additional charges for homes valued above £2m, affecting long-term planning for high-net-worth homeowners.

🔹 Income-tax threshold freeze extended
A continued stealth rise in tax as more people drift into higher tax bands.

Address

Whateley's Drive
Kenilworth
CV82LE

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 8pm
Wednesday 9am - 8pm
Thursday 9am - 8pm
Friday 9am - 8pm

Telephone

+447894990677

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