Financial Adviser DipPFS in Sherborne
I am a Financial Adviser with Quilter Financial Advisers, helping individuals, families, business owners and the self-employed make confident financial decisions. I take a long-term approach, helping clients organise and adapt their finances according to what matters most to them. Whether you're investing for the future, planning for retirement, protecting your income or managing an inheritance, I can provide clear, practical advice tailored to your goals.
In the UK, there are around 3.3 million pension pots that are considered as ‘lost’, containing an average of around £9,500 per pot*. Nobody wants to be missing out on money they have built up in a pension, but there’s good news - this kind of financial hit is completely avoidable.
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early. Investing can help your money grow over time, but the value of investments can go down as well as up.
If that sounds good to you, please get in touch.
Approver Quilter Financial Services Limited. June 2026.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Home contents insurance, buildings insurance.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
Sherborne
Dorset
United Kingdom
Jordan is based in Sherborne, Dorset and Wapping, London and offers expert financial advice to suit your needs.
I am a Financial Adviser with Quilter Financial Advisers, working with individuals, families, business owners and self-employed professionals to help organise their financial lives and make informed decisions about their future.
My approach is straightforward. I begin by getting to know you, understanding your priorities, aspirations and concerns before discussing any financial products or recommendations. Together, we build a practical financial plan designed around your goals, and I help you adapt that plan as your circumstances change over time.
I advise clients across a wide range of areas, including investments, retirement planning, pensions, income protection, business protection and inheritance planning. Whether you are investing for the future, approaching retirement, protecting your family or navigating a financial windfall, I aim to provide clear guidance and long-term confidence.
I hold the Diploma in Regulated Financial Planning (DipPFS).
Before becoming a financial adviser, I worked as a Parliamentary Researcher in the House of Commons, and subsequently, in Markets at the Bank of England. These experiences have informed my understanding of the global economy and the importance of thoughtful, evidence-based decision making.
I work particularly well with people who have a long-term perspective, from young professionals taking their first steps into investing, to families approaching retirement, and individuals who have come into money unexpectedly and want to make considered decisions rather than rushed ones. I also enjoy working with self-employed professionals, who often have complex financial needs and benefit significantly from structured planning.
I have a particular understanding of both the military community and the creative professions, recognising the unique financial challenges and opportunities faced by each group.
Originally from the South West, I now divide my time between Dorset and London. Outside work, I am an Army Reservist, and a professional Tenor. I also dabble in jazz piano and endurance sports, though rarely at the same time.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 24 August 2026.
