0141 376 0059
Based in Glasgow
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2023
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jordan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jordan's status
Last checked: 26 April 2025
Jordan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jordan's status
46
Recent Client Reviews
Jordan has received 46 client reviews in the past 12 months; 98% of these have been verified
Verified reviews: 98%
Jordan has received 46 client reviews in the past 12 months; 98% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Jordan has not yet added their qualifications to their profile
Qualifications not yet added
Jordan has not yet added their qualifications to their profile
Transparent Fees
Jordan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jordan has provided information on their typical fees
Jordan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
75% of VouchedFor users have had a positive (4 or 5 star) first experience with Jordan (based on 4 first impressions)
75% of users who are not yet clients had a positive first experience with Jordan
75% of VouchedFor users have had a positive (4 or 5 star) first experience with Jordan (based on 4 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jordan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jordan's status
Last checked: 26 April 2025
Jordan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jordan's status
46
Recent Client Reviews
Jordan has received 46 client reviews in the past 12 months; 98% of these have been verified
Verified reviews: 98%
Jordan has received 46 client reviews in the past 12 months; 98% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Jordan has not yet added their qualifications to their profile
Qualifications not yet added
Jordan has not yet added their qualifications to their profile
Transparent Fees
Jordan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jordan has provided information on their typical fees
Jordan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
75% of VouchedFor users have had a positive (4 or 5 star) first experience with Jordan (based on 4 first impressions)
75% of users who are not yet clients had a positive first experience with Jordan
75% of VouchedFor users have had a positive (4 or 5 star) first experience with Jordan (based on 4 first impressions)
As a practicing financial advisor, Jordan provides holistic financial planning advice, delivering tailored solutions to private individuals to help shape and protect their future. These solutions include retirement/estate planning, investment advice, tax strategies, and overall support managing their finances. With over 10 years experience in Financial services., Jordan is a chartered member of the CISI holding level 4 and 6 advisory status. Upon leaving Strathclyde University with a bachelors degree in Economics & HR, Jordan gained valuable experience at major investment banks Morgan Stanley and Barclays where he worked in the retail stockbroking division. After fully qualifying as an advisor, Jordan left the banking sector to join Davidson Asset Management as a Financial Advisor/Consultant providing personalised financial advice to individuals and companies throughout the UK. In October 2022, Jordan accepted a new challenge with Ascot Lloyd Wealth Management to continue advising both private and corporate clients. Outside work, Jordan enjoys spending time with family – in particular, his niece Grace and nephews Lucas and Oliver. A keen sports fan, Jordan enjoys playing/watching football and golf when the time permits.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Jordan's clients
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Adviser Disclaimer
Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.