At work
Jordanβs role as trainee financial adviser involves a wide range of day-to-day activities. For example, paraplanning, technical research, client support and offering office assistance.
He also enjoys meeting and getting to know clients, wherever possible.
At work
Jordanβs role as trainee financial adviser involves a wide range of day-to-day activities. For example, paraplanning, technical research, client support and offering office assistance.
He also enjoys meeting and getting to know clients, wherever possible.
At home
Outside of work, Jordan is a huge film fan and can often be found in front of a good boxset or at the local cinema.
When heβs not enjoying the latest blockbuster, Jordan loves playing games and spending time with his friends and family.
Meet the team
Our multi-award winning team of advisers and support staff spans the entire south coast of England. With the highest quality of knowledge and a commitment to excellent service, youβre in safe hands.
View allKevin Forbes
Partner & Chartered Financial Planner
Giles Wellington
Partner & Chartered Financial Planner
Jeff Fawcett
Partner & Chartered Financial Planner
Allan Cruse
Partner & Chartered Financial Planner
Nathan Harris
Partner & Chartered Financial Planner
Chris Bibb
Chartered Financial Planner
Dean Robertson
Chartered Financial Planner
Trevor Garson
Chartered Financial Planner
Russell Tonks
Chartered Financial Planner
Abi Stidworthy
Chartered Financial Planner
Oliver Phillips
Chartered Financial Planner
Jon Hickson
Chartered Financial Planner
Kerry Saunders
Chartered Financial Planner and Paraplanner
Rob Silk
Chartered Financial Planner
Natasha OβNeill
Chartered Financial Planner
Paul Roberts
Chartered Financial Planner
Dave Stone
Chartered Insurance Practitioner
James Oliver
Independent Financial Adviser
Martin Waistell
Independent Financial Adviser
Vanessa Taylor
Independent Financial Adviser
Peter Richinson
Independent Financial Adviser
Jack Fawcett
Independent Financial Adviser
Daniel Parkin
Independent Financial Adviser
Jeff Steninger
Independent Financial Adviser
Katie Brown
Senior Paraplanner & Chartered Financial Planner
Carly Thompson
Practice & Customer Relations Manager
Paul Rogers
Paraplanner
Holly OβDonnell
Independent Mortgage & Protection Adviser
Lucinda Warren
Independent Mortgage & Protection Adviser
Sue Hanney
Team Administrator
Graeme Douglas
Office Administrator
Sue Pattinson
Team Administrator
Rachael Martin
Chartered Financial Planner and Head Paraplanner
Jo Robertson
Office Manager
Annie Aston
Accounts and Compliance Manager
Lindsay Walinck
Personal Assistant
Lindsay Arnold
Office & HR Administrator
Lauren Anderson
Financial Administrator
Holly Hickson
Paraplanner
Natasha Speed
Paraplanner
Emma Turner
Operations Support Manager
Dean Rush
Head of Risk & Operations
Bryn Pilcher
Independent Financial Adviser
Dan Lock
Chartered Financial Planner
Harry Shivas
Independent Financial Adviser
Julia Wozna
Researcher
Justine Geldard
Marketing and Communications
Jordan's qualifications
Advanced Diploma in Financial Planning
Diploma in Regulated Financial Planning
Diploma in Financial Planning
Certificate in Discretionary Investment Management
Certificate in Financial Services (General Route)
Certificate in Regulated Financial Services Operations
Certificate in Mortgage Advice
Award in Financial Administration (Life)
Award in Financial Administration (Pensions)
Award in Long Term Care Insurance
Award in Financial administration Life
Award in Financial administration Pensions
Certificate in Regulated Financial Services Operations
R01 β Financial Services, Regulation & Ethics
R02 β Investment Principals and Risk
R03 β Personal Taxation
R04 β Pension and Retirement Planning
R05 β Financial Protection
FA1 β Life office administration
FA2 β Pensions administration
CF1 β UK financial services, regulations and ethics
J10 β Discretionary Investment Management
