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.
Start the conversation
Speak to me if you want to access potentially better interest rates for your cash savings and enjoy an extra financial boost.
Contact me today
An adviser’s insight
Aim to maximise your cash savings
It might shock you to know that 28% of people hold their cash in interest-free savings accounts(1), receiving no return on their hard-earned money. Because under current rules a basic rate taxpayer can earn up to £1,000 in interest from their savings without paying tax, these people could be missing out on a significant financial boost that they could be enjoying.
This is even more relevant when you consider that the average person typically holds up to 25% of their available money on cash deposit(2). So, by reviewing your cash and tackling any ‘lazy money’, you’ll be making a great start at getting your finances in shape and achieving longer-term financial security.
If your money isn’t working as hard as it could, I can help. By making it easy to access potentially better interest rates, I can help you to aim to maximise your cash savings – giving you more money to spend on the things you enjoy or helping you grow your money towards a longer-term goal.
1 Building Societies Association Sept 2024
2 The Lang Cat: Cash as an asset class survey June 2024
Cash on deposit advice is not regulated by the Financial Conduct Authority.
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.