Jordan Financial Management Ltd

15/06/2026

Tigers Children’s Motorcycle Display Team will join us for Rotary Cars in the Park!

Their daring tricks have been wowing audiences for years – and they’re bringing their stunts to Beacon Park.

They’ll be doing four displays across the weekend:

🗓 Saturday 4th - 12:00 PM & 15:15PM
🗓 Sunday 5th - 12:10 PM & 15:45 PM

📌 in the Keith Eagland Arena

This and much more fun at Rotary Cars in the Park – 4th & 5th July 2026 at Beacon Park in Lichfield.

Jordan Financial Management

15/06/2026

Are you making the most of your long-term financial goals?

Reaching meaningful goals, from retirement to supporting your family, often requires more than simply saving. It calls for a clear strategy.

In our latest blog, we explore why investing could be a suitable approach for long-term goals, giving your money the potential to grow over time and keep pace with inflation.

With the right plan in place, you can better understand where you’re heading, stay on track, and feel more confident about your financial future.

🔗 Read the full blog:
https://jordanfm.co.uk/balancing-your-goals-why-investing-could-be-suitable-for-long-term-goals/

📞 If you’d like personalised guidance, we’re here to help.

Contact us to arrange your free, no-obligation consultation.

Reaching your long-term goals often requires careful planning and consistent action. A financial plan could help you work towards these goals and, in some cases, investing may play an important role too.

12/06/2026

🌟 Feedback Friday 🌟

With the promised warm and sunny weekend on the horizon, it’s the perfect time to share this week’s client feedback.

We’re so pleased to hear how much our personalised, thoughtful approach continues to make a positive difference.

From understanding individual goals to offering clear, tailored advice, helping our clients feel confident and supported is exactly what we aim for. Your continued trust means everything to us.

If you’re thinking about financial advice, we’re always happy to have a chat.

📞 0121 321 3055
📧 [email protected]

Enjoy the sunshine and have a wonderful weekend ☀️

11/06/2026

Final declarations of interest invited. Just a couple of spaces remain!

🚗 Calling local car enthusiasts! 🚗

As Gold Sponsor of Rotary Cars in the Park 2026, we’re delighted to be hosting a prime display pitch at this year’s event in Beacon Park, Lichfield on 4th & 5th July.

Alongside a couple of exciting prestige car collaborations, we’d love to open up a small number of free display spaces to local car owners who would like to showcase their pride and joy and chat to visitors about it during the day.

We’re looking for:
✅ Car enthusiasts based within 15 miles of Lichfield
✅ A vehicle you’re proud to display
✅ Availability to be at the event for the full day
✅ A willingness to talk to fellow car lovers and families about your car

If this sounds like you, please share a couple of photos of your car in the comments below. We’ll be in touch directly with anyone we’d like to have a further chat with.

A brilliant community event, supporting fantastic local causes, and a great chance to be part of something special 🚗☀️

08/06/2026

A huge thank you to Jordan Financial Management for being Gold Sponsors of Rotary Cars in the Park 🏆🚗

Their continued support helps us create a fantastic event for the local community and put on an amazing weekend for visitors, exhibitors and car enthusiasts alike.

Join us at Rotary Cars in the Park for a weekend packed with entertainment, great food and incredible cars!

📍 Beacon Park, Lichfield
🗓 4th & 5th July 2026

Be sure to visit Jordan Financial Management on their stand during the event.

05/06/2026

🌟 Feedback Friday 🌟

A brilliant set of feedback to share this week; thank you to our clients for your continued trust and kind words. We’re so pleased to hear how much our clear explanations, friendly approach and ongoing support are helping you feel confident in your financial decisions.

Building long‑term relationships and making complex things simple is exactly what we aim for, so feedback like this really means a lot to our whole team.

If you’re looking for approachable, professional financial advice, we’re always happy to have a chat.

📞 0121 321 3055
📧 [email protected]

Have a wonderful weekend 💙

03/06/2026

Exciting Opportunity: Financial Planning Administrator in Sutton Coldfield! 💙

Are you looking to grow your career in financial services?

Our family firm of Independent Financial Advisers in the heart of Sutton Coldfield continues to expand, and we're looking for a dedicated Financial Planning Administrator to join our team!

Why join us?

👉 Be a key player: You'll provide essential technical support to our advisers, helping with case preparation, processing, and managing client queries.
👉 Make an impact: Your role directly contributes to increasing adviser productivity and maintaining compliance, supporting the profitable growth of the company.
👉 Variety of work: From preparing illustrations and applications to managing client files and handling incoming calls, no two days will be the same.
👉 Learn and grow: You'll become familiar with portfolios to effectively handle daily client queries and ensure all compliance procedures are adhered to.
👉 Team environment: Work closely with advisers, contributing to case progression and ensuring timely query resolution.

Central Sutton Coldfield location: Enjoy working in the heart of the community.

What you'll do:

👉 Perform administrative tasks, including suitability reports and new business processing.
👉 Prepare pre-meeting paperwork, including client valuations.
👉 Help ensure business settles smoothly by keeping files accurate and complete.
👉 Assist with general reception duties, including answering calls and greeting visitors.

If you're organised, detail-oriented, and ready to contribute to a thriving local business, we want to hear from you!

Apply today and become a vital part of our growing team!

Email you CV and cover letter to [email protected]

Best of luck! 🤞

02/06/2026

Are you financially prepared for a longer life?

With more people living well into their 90s, and beyond, traditional retirement planning is being redefined.

A longer life can bring more opportunities, but it also requires a more thoughtful, flexible financial strategy.

Our new free guide: How to Plan for a 100-Year Life, explores how to approach longevity with confidence; from sustaining income over the long term to adapting your plans as your life evolves.

Taking time to plan today can help protect your future independence, lifestyle and legacy.

🔗 Download your copy here:
https://jordanfm.co.uk/guide-how-to-plan-for-a-100-year-life/

📞 If you’d like personalised guidance, we’re here to help. Contact us to arrange your free initial consultation.

Guide: How to plan for a 100-year life - Jordan Financial Management - Financial Adviser Sutton Coldfield

31/05/2026

Are you financially prepared for a longer life?

With more people living well into their 90s, and beyond, traditional retirement planning is being redefined.

A longer life can bring more opportunities, but it also requires a more thoughtful, flexible financial strategy.

Our new free guide: How to Plan for a 100-Year Life explores how to approach longevity with confidence; from sustaining income over the long term to adapting your plans as your life evolves.

Taking time to plan today can help protect your future independence, lifestyle and legacy.

🔗 Download your copy here:
https://jordanfm.co.uk/guide-how-to-plan-for-a-100-year-life/

📞 If you’d like personalised guidance, we’re here to help. Contact us to arrange your free initial consultation.

Guide: How to plan for a 100-year life - Jordan Financial Management - Financial Adviser Sutton Coldfield

29/05/2026

🌟 Feedback Friday 🌟

As we come to the end of another week, we’re pleased to share more kind feedback from our clients.

This week’s comments highlight the value of well‑structured meetings, clear and professional explanations, and advice that is firmly grounded in both expertise and current legislation.

We’re particularly proud to hear how much clients appreciate an approach that keeps their long‑term goals in focus, while also providing reassurance and clarity whenever questions arise. Building that level of trust and understanding is at the heart of everything we do.

Thank you to everyone who continues to share their experiences with us; it’s always appreciated.

If you’d like to speak with one of our advisers, we’re always happy to help.

📞 0121 321 3055
📧 [email protected]

Wishing you a lovely weekend ahead. 💙