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Patrick Jordan

A little about us

Patrick Jordan
Patrick Jordan
Private Client Support

Pat joined JMA following the completion of his A levels in 2017. He is a member of the Private Client Support Team where he has developed a sound knowledge and understanding of the financial services industry. Pat is directly involved in all aspects of the annual review and financial plan implementation process. He is currently studying to complete his qualifications with the Chartered Insurance Institute, after which he has ambitions to progress further in an advisory role. He enjoys working closely with our advisers and obtaining a genuine insight in to how they operate to deliver our client’s goals and objectives.

 

Qualifications

Chartered Insurance Institute 

 R01 – Regulation and Ethics

 R02 - Investment Principles and Risk

 R03 – Personal Taxation

 

 

Protection

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Protection

As one would imagine, there are many types of Protection Policies to choose from.

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Research Tools

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Research Tools

Use our helpful calculators for your financial planning

 

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Estate Planning

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Estate Planning

Our inheritance tax calculator will help you calculate any potential inheritance tax liability.

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In Retirement

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In Retirement

Knowing roughly what you can expect from your pension contributions in the long run can give you the opportunity to adjust your retirement savings.

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What customers say

    My wife and I have been personal clients of JMA for all it’s 25 years. The cyclical nature of our economy has meant several periods of national financial turbulence and anxiety. Such a long association has enabled the soundness of the advice given, to be demonstrated by the performance achieved.

    Trevor Phillips, Surrey

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Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy notice. The information therein is used only to contact you to discuss the areas you've expressed an interest in. Please note the contents of this form is sent via email and therefore may not be secure.