Jordan Colclough

Advising clients since: 2020

Qualifications:  Chartered Financial Planner

Areas of expertise: Lifestyle Financial Planning

As a Lifestyle Financial Planner, Jordan’s aim is “simple”: to help his clients enjoy meaningful lives with the money that is available to them.

Jordan is focused on unearthing what’s truly important to his clients and ensuring that their money reflects this. He conveys important messages around their financial positions in a way that inspires action and provides the confidence to live today with an understanding of tomorrow.

Having worked at the intersection of life and money for several years, Jordan is rooted in his belief that money must work well for a given individual and the life they wish to lead. The most sophisticated investment portfolio is meaningless if it doesn’t ultimately move a person closer to their desired lifestyle and objectives.

His attention is firmly concentrated on the matters that are in our control and less so on those that aren’t, such as investment markets and headlines. Jordan has found that this approach is valued by the many accomplished individuals he has the privilege of working with.

When it comes to the mechanics of a financial plan, Jordan is a Chartered Financial Planner and able to provide holistic advice across Pension, Investment, Tax and Estate Planning.

Please feel free to contact Jordan for a cup of coffee and a second opinion.