in your


We pride ourselves in doing a lot of business with new clients that have been referred to us from existing clients.

Here are some examples of what our clients think of us.

What were the circumstances that caused you to look for an IFA?
Being let down by another adviser badly.
How did Robert Jordan help you?
Solid advise in a down to earth friendly knowledgable manner.
What is your current situation? Have you seen the outcome you were hoping for?
Yes thanks to Robert
What could they have done better?
Im very happy with result


February 2018

Following a review of my current circumstances and my hopes for the future, Jenny prepared my Independent Financial Planning Pension Transfer Proposal. This was detailed explained all my option and all the advantages and risks associated with each one.
What is your current situation? Have you seen the outcome you were hoping for?
Better than ever expected, the recommendations have now been taken forward and I now have a pension plan that really suits my specific needs.


January 2018

Bob provided us with advice suited to our longterm plans around purchasing property and how best to manage our finances in the interim. In addition Bob has managed our life insurance, investments for our children as well as our pension planning.


December 2017

He did ,(and does), an amazing job,clearly understands my needs and is very thorough,at no time did I feel pushed along a particular path. It was worth the fees just for the complex amount of form filling which I would have struggled with. He uncovered some happy surprises along the way, which I would have not known about. With something like pensions which you work all your life for, it makes sense to take professional advise and Clive knows his stuff. He has always responded fast to emails and calls.


May 2017

Rob was absolutely fantastic. He took charge and managed me. He came to my home when I needed to sign anything, he spoke about complex financial issues in a simple way and always took the time to write out the figures so I understand. He was open and honest with me and won my total trust.


August 2017

Initially, Mark had a long conversation with me in order to obtain all the information he required and when he fully understood my circumstances he clearly explained pros and cons of a few different deals available to me whilst also advising me on the wider context of the mortgage market. Once we agreed on the best deal Mark processed my application very quickly and he made himself available to answer my numerous phone calls and emails and was never too busy to give me regular updates on the progress of the mortgage application. Throughout the whole process Mark demonstrated excellent communication skills, he has shown a great sense of commitment and sound knowledge of the mortgage industry.


October 2017

verified ‘vouched for’ client reviews
see what they say
“Mark listened to my mortgage requirement, and made recommendations and also gave advise based on my requirements. He then furnished me with a range of products, and we chose the one for us, at no time did I feel pressured to take any of the products, he kept a great line of communication open throughout the whole process, from start to completion, and was very professional throughout.”

“Jenny understood my needs planning for my future & explained it very easily.  Jenny provided quotes & obtained transfer values.  She was also easy to contact making me feel very valued.”

“He found out about a mortgage provider that we could comfortably afford with minimal fees, he then let us know about the benefits of having life insurance with our new mortgage. All of his recommendations and actions let us have peace of mind, he is a man you can trust and he had no issues with our thousands of questions.”

“Robert took the time to understand our specific needs before providing tailored solutions based on our needs. He saved us a bunch of money on our mortgage, even taking care of the paperwork so all we had to do was sign on the dotted line. How much we were paying as well as his commission were all clearly laid out. The same was true of the life insurance.”

“I don’t think Rob could have done anything better. We are all impressed with Rob’s skills as an adviser who researches all the suitable possibilities to enable us to decide together the best way forward. Indeed once an investment or mortgage is found he continues to provide the follow up support necessary. We would wholeheartedly recommend him to others as an adviser.”

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