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
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Annual leave is on.Office is still open & working sufficiently behind the scenes!Whilst I am away, feel free to call the...
18/07/2026

Annual leave is on.

Office is still open & working sufficiently behind the scenes!

Whilst I am away, feel free to call the office on 01926 748025.

See you in 2 weeks 👋🏻 🇬🇷

09/06/2026

🚀 6 months as a Director… where has that gone?!

It’s hard to believe that 6 months ago I was promoted to Director.

Looking back, it’s been an exciting period of growth 📈, new opportunities 🤝, and most importantly, helping more clients and their families achieve their financial goals.

The next exciting chapter? We’re looking to grow the team! 🎉

We’re currently exploring bringing a new team member on board in the near future. While we haven’t made a final decision on who that will be just yet, it’s a fantastic position to be in and a reflection of the growth we’re experiencing as a business 🌱.

Most importantly, this growth means we can continue to enhance the service we provide, offer even more support to our clients, and ensure we’re well-positioned for the future ⭐.

A huge thank you to all of our clients, professional connections, and those who continue to trust and recommend us 🙏. Your support is what makes growth like this possible.

Here’s to the next 6 months! 🍾🥂

💼📊📈

28/05/2026

Will AI take over our jobs….

This was sent to me by a client, had to share 😂

14/05/2026

*It’s been a while since I last posted…*

The truth is, the last month has been non-stop.

Between client meetings, reviews, paperwork, market conversations, family life, and trying to keep on top of everything else that comes with running around all day — social media took a back seat.

Behind the scenes, the focus has been where it should be:

Helping clients make better financial decisions, putting plans in place, and giving people clarity during uncertain times.

Also… Sleep training my 1 year old - it’s working…. 🤞🏻 👶🏼

A reminder that good financial planning isn’t about reacting to headlines or chasing trends — it’s about having a clear plan and sticking to it.

If you’ve been putting off sorting your finances, pensions, investments, protection, or just want a second opinion on where you stand, feel free to drop me a message.

Feel free to share this post 😄

Hope everyone’s had a good month 👊

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!

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

Website

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