Jordan Reid

Jordan Reid

Serenity Financial Planning Ltd

Minimum savings/pensions: Over £100,000

0330 038 8939
Based in Walsall
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Verified since: March, 2026
4.9 out of 5

27 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 13 May 2026

    Jordan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 8

    Recent Client Reviews

    Verified reviews: 100%

    Jordan has received 8 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 09 March 2026

    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.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Jordan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    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

About

Jordan is an Independent Financial Adviser at Serenity Financial Planning, a fixed fee financial planning firm that specialises in retirement income planning. We align our investment portfolios to our values by solely adopting ESG & Impact investment strategies. We’re Financial Life Planners and believe you can invest for good and have an incredible retirement. He has experience advising a wide range of private clients, from ex-footballers, directors and business owners through to independently wealthy client families. He takes great responsibility for being the steward of a clients finances and has qualified as a Certified & Chartered Financial Planner.