Jordan Newbold
Jordan Newbold
Financial Adviser

I started my career in financial services at the young age of 19 as a Financial Administrator. After being introduce to the world of financial services, I became a Financial Paraplanner at the age of 21. Whilst working as a Financial Paraplanner I took The London Institute of Banking and Finance (MLIBF) exams and received my Level 4 Diploma qualification, to provide financial advice.

I received the "Top Student" reward for gaining the highest mark on the final exam & coursework in the cohort, that was ran by Quilters.

During the time that I have worked in Financial Services, my passion for this industry has grown immensely to help people realise their financial goals. In order to achieve our lifetime objectives, effective planning is required and I want to ensure that even from a young age, people understand the importance and value of such proficient advice.

With my experience as a Financial Paraplanner and Financial Adviser, I would regard investments and retirement planning my expertise.

Click here to view my SPS Certificate.

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Mortgages

Buying a property can be the biggest decision made in our lives. It is for this very reason that impartial advice is critical from qualified advisers.

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Retirement Planning

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

Protection

Investments

We understand as a company that your savings and investments need looking after. We offer 20+ years of experience in our team of investment analysis and financial planning. We take into consideration your goals, needs, objectives and risk tolerance to design a portfolio that gives you confidence.

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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.

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.

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