Jordan Newbold
Jordan Newbold
Financial Adviser

I started my career in financial services at the young age of 19 as a Financial Administrator. Shortly after being introduced to the world of financial services, I became a Financial Paraplanner at the age of 21. While working as a Financial Paraplanner, I completed the London Institute of Banking and Finance (MLIBF) exams and received my Level 4 Diploma qualification, enabling me to provide financial advice.

I received the "Top Student" award for achieving the highest mark on the final exam and coursework in the cohort, which was run by Quilters.

During the time I have worked in Financial Services, my passion for this industry has grown immensely, as I find great satisfaction in helping people realise their financial goals. I believe that effective planning is essential for achieving our lifetime objectives, and I am committed to ensuring 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 consider investments and retirement planning as my areas of expertise, as I have a keen interest in analysing the market.

Click here to view my SPS Certificate.

Research

Search

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.

View Tables

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.

In a hurry?

Leave your details, and we'll be in touch with you.

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.

Featured news

    5 mortgage costs you might not know about

    If you’re looking for the most competitive mortgage, there’s more to it than simply choosing the dea…

    Read More

    Rent or buy? How they compare

    If you’re thinking about getting on to the property ladder, you’re probably wondering whether buying…

    Read More

    Can I Insure My Home If It's Left Unoccupied?

    It may come as a surprise to some homeowners that some standard home insurance does not cover a hous…

    Read More