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Jordan Clark

Financial Planner DipPFS in Manchester

A little bit about Jordan

I'm Jordan, a Financial Planning Consultant serving the Greater Manchester area. I’ve worked in the industry for over 5 years, and have been lucky enough to build some great relationships with my clients and have helped improve their lives in tangible ways. From helping people invest for the first time, creating plans for retirement to organising estates for the next generation. Achieving the right outcome is at the heart of everything I do for my clients.

Find out more about me below

Start the conversation

There are lots of ways I can help you prepare and plan your finances over the long term, such as cashflow modelling or a range of other useful tools.
Contact me today

An adviser’s insight

Graphic of people studying charts

What is cashflow modelling?

It’s the unknown that makes planning for the future difficult. Your life is full of lots of choices that can impact your financial situation. So how can you look all the way ahead to your later life with any kind of certainty?

This is where cashflow modelling comes in. Essentially, it’s a tool used by advisers like me to get an idea of how your financial future could look. I put in lots of data about you and your financial circumstances, and that lets me predict what could happen, and compare different scenarios against each other.

It means we can do things like: see whether you can afford to gift your grandchildren money towards their education, gauge whether your finances will last you into retirement, or understand whether you need to make some changes to achieve your goals.

Let me know if you think cashflow modelling could help you.

Services

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Testimonials

C. Northrop

With retirement approaching I had no idea what to do for the best with my pension pot or how to find a good, trustworthy financial adviser. As luck would have it, through Unison, I was put in contact with Jordan and am very thankful to have done so. With his patient and clear guidance, Jordan has sorted out my muddled thinking and calmed my financial nerves. I now feel confident that my pension is being well managed and that I have an adviser who is both reliable and approachable. I am very happy to recommend him.

M. Anderson

Having Jordan prepare a financial forecast for us has been life-changing - it's given me the confidence to grab an early retirement opportunity in the knowledge that our financial future is in hand.

E. Maddison

I've had a really good experience of working with Jordan. He was very thorough when finding out the areas I needed help with, explained them well in layman's terms, and was efficient at getting them in place. I will definitely recommend him where I can.

S. Davies

I didn't have a clue how pensions worked until a met up with Jordan. He explained everything to me in simple terms and made me confident in transferring my pension over to Quilter. What I didn't realise was how smooth and quick the process would be and I even got my cash lump sum sooner than I expected so thank you so much Jordan.

More about me

Over the past 10 years, I have completed a 4-year Bachelor’s Degree in Finance and Investment and passed several industry exams on my route to gaining the Diploma in Regulated Financial Planning, to ensure I’m able to best advise my clients at all times. I also adhere to a program of continuous professional development, this ensures my knowledge is always up to date.

Inheritance & Estate Tax planning Is not regulated by the Financial Conduct Authority.

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 Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.