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.
"Brendan always gives me good advice and explains my finances to me in a way that I can understand. I feel confident that I’m being advised well and am in good hands with my pension. "
Nick, Bolton
"Brendan has provided excellent service and advice. He has helped guide me through a worrying period. "
Anne, Brighton
"Brendan has been brilliant. He has sorted my pension and offered advice whenever needed. "
Nigel
"Brendan Jordan has been looking after my retirement planning for a few years now. I feel very confident in the advice I receive, matters are explained well and questions welcomed and fully answered. "
Neil
At home...
Married with two grown up sons, Brendan enjoys following London Irish rugby club. His other interests include gardening, cycling and long walks with his wife and friends.