Brendan Jordan

Chartered Financial Planner, Partner

Brendan delivers specialist planning and tax advice to ensure private clients are making full use of the tax efficient opportunities available to them. He ensures clients are comfortable with their investments and are ideally placed to achieve their specific goals. He feels it is essential to obtain a full and comprehensive understanding of his clients’ circumstances and provide individual solutions in a concise and understandable manner.

Initially starting in the accountancy industry, Brendan has been helping individuals with their financial affairs for over 35 years. A Chartered Financial Planner, Brendan has wide experience in helping individuals directly with their tax affairs and advising on complicated pensions transfers, as well as spending time in more technical roles supporting other advisers.

Brendan believes in providing comprehensive and bespoke financial advice to clients to ensure they achieve their specific financial goals.