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Jordan Clark

Financial Planner DipPFS in Manchester

A little bit about Jordan

I'm Jordan, a Financial Planning Consultant supporting clients across the UK. With over seven years in the industry, I’ve built strong, long‑term relationships by focusing on what genuinely improves people’s lives.

Whether it’s helping someone invest for the first time, structuring a clear and confident retirement plan, or organising an estate to protect the next generation, my work is always centred on achieving the right outcome.

I believe great financial planning is about clarity, trust, and making decisions today that create freedom tomorrow - and that’s what I aim to deliver for every client I work with.

Find out more about me below

Start the conversation

Get in touch to see how I can help you to build a robust plan for your estate.
Contact me today

An adviser’s insight

Graphic for the Estate Planning campaign

Have you considered the importance of estate planning?

Many people don’t realise that inheritance tax (IHT) can apply once your estate goes over £325,000, although some people may also benefit from an additional residence nil rate band when passing on a home to direct descendants. This includes property, money, investments, and everyday belongings, and from April 2027, unused pension savings may also form part of your estate for inheritance tax. This can affect how much of your wealth is ultimately passed on to the people who matter most.

Estate planning helps ensure your wishes are followed and that as much of your estate as possible passes to the people you choose. However, the rules around inheritance tax can be complex and lots of people don’t understand how allowances apply or what their tax position will be.

That’s where I can help. I can help you to get a clear picture of the value of your taxable estate, explore ways to manage or reduce any tax liability and put a long-term plan in place that fits your goals and circumstances.

If you’d like to take control of your legacy, let’s talk about how I can support you.

Services

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. Heath

I highly recommend Jordan for setting up future financial plans. When I received an inheritance and combined it with my personal savings, I was looking for expert guidance to invest wisely for my retirement. Jordan took the time to understand both my needs and aspirations, and together we developed a tailored plan designed to help me retire in just a few years. Over the past 12 months, my experience with Jordan has been exceptional. He is not only highly professional but also genuinely pleasant to work with, ensuring that every interaction was smooth and reassuring. His attentive listening and expert advice made all the difference in transforming my financial goals into a realistic and achievable plan. If you're looking for a financial adviser who combines professionalism with personalized care, I wholeheartedly recommend Jordan.

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.

G. Smith

Jordan brings professionalism and expert advice. We met with him a number of times and found him to be friendly and approachable. He kept us up to date and informed through the choices we made. He is always available to answer any questions we may have. Overall we cannot recommend Jordan enough and assure you will not be disappointed if you chose him as your financial planner.

More about me

Over the past decade, I’ve completed a four‑year Bachelor’s Degree in Finance and Investment and passed a series of industry exams on my way to achieving the Diploma in Regulated Financial Planning. This ensures I’m fully qualified to provide clear, reliable advice to my clients. I also follow a structured programme of continuous professional development, keeping my knowledge current and my guidance aligned with the latest standards and best practice.

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

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

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.

3. On going check-ins, on your terms

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 13 February 2026.