Jordan was invited to join St. James's Place in December 2020 after years of working in Financial Services as an Accountant for Ernst & Young and joined our practice in 2021. During his time at Ernst & Young Jordan gained valuable experience working closely with companies and individuals to evaluate their tax planning needs and solutions.
Since graduating from the St. James's Place Academy in 2021, Jordan has developed extensive knowledge across all areas of wealth management. Jordan’s focus is developing and maintaining long-term relationships with his clients and assisting them in all key financial areas, whether this is tax planning, building and preserving wealth, or considering later-life planning. Prior to becoming a qualified Financial Adviser and Accountant (no longer practicing) Jordan also secured a first-class master’s degree in Accounting & Finance.
Outside of work, Jordan enjoys spending time with his young son, who already shows considerable signs of being a much better footballer than he ever was. Jordan is also an enthusiastic golfer and active member of Wynyard Golf Club; Jordan argues that although he is ‘terrible’ at golf he remains committed to improvement!
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.