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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

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

Graphic of people stood in front of phones showing the CashHub

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

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.

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.