Financial Planning Consultant
CurrentI am working as a self-employed Financial Planner and specialise in helping clients with Retirement Planning & Investment Planning.First meetings are at my expense.
Feb 2023 - Present
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Jordan Clark Email & Phone Number
Trusted Financial Planning Consultant | Retirement & Investment Planning Specialist
at
Quilter Financial Advisers
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✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Trusted Financial Planning Consultant | Retirement & Investment Planning Specialist
Location
Manchester Area, United Kingdom, United Kingdom
Company size
Who is Jordan Clark? Overview
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Quick answer
Jordan Clark is listed as Trusted Financial Planning Consultant | Retirement & Investment Planning Specialist at Quilter Financial Advisers, a company with 1851 employees, based in Manchester Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Jordan Clark.
Jordan Clark previously worked as Financial Planning Consultant at Quilter Financial Advisers and Independent Financial Adviser at Pm+M Solutions For Business Llp. Jordan Clark holds Ba Hons International Finance & Investment, 2:1 from Sheffield Hallam University.
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Quilter Financial Advisers
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Profile bio
About Jordan Clark
I have worked as a Financial Adviser for many years now and have been lucky enough to build some great relationships with my clients, and really help them improve their lives in tangible ways.I joined the industry to advise and educate people to make better financial decisions and improve the outlook they have on their lives, both now and in the future.This comes in many shapes and sizes. It can be helping a first-time investor get started, helping somebody nearing retirement consolidate all of their old pensions, or helping families pass on wealth tax efficiently. The list goes on.So whether you have something in mind, or you would just like an exploratory chat, get in touch with me, and I'd be happy to sit down and look at your current circumstances to see if there's any way I can help you achieve your financial goals. You will only be charged if you decide to proceed with any advice I provide, which I think creates a win-win situation for the client.
Current workplace
Jordan Clark's current company
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Quilter Financial Advisers
5 roles
Jordan Clark work experience
A career timeline built from the work history available for this profile.
Independent Financial Adviser
Alongside working as a Financial Adviser, I assisted the business's expansion into the wider Manchester area and capitalised on Manchester's exciting opportunities.
Apr 2022 - Nov 2022
Independent Financial Adviser
I worked in a hybrid role of a Financial Adviser/ Paraplanner to really gain an understanding of the back office systems of the business, whilst building on my existing experience as a Financial Adviser.
Mar 2021 - Apr 2022
Financial Adviser
After completing the St. James's Place Academy, I joined a St. James's Place Partner Practice as a Self-Employed Financial Adviser.
Dec 2019 - Mar 2021
Academy Partner
This was a 6-month intensive programme to facilitate me in gaining the skills and qualifications needed to be able to provide holistic and compliant Financial Advice.
Jul 2019 - Dec 2019
Team & coworkers
Colleagues at Quilter Financial Advisers
Other employees you can reach at quilter.com. View company contacts for 1851 employees →
AL
Alexandra Lazar
Colleague at Quilter Financial Advisers
United Kingdom, United Kingdom
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LR
Lyndsay Rudland
Colleague at Quilter Financial Advisers
United Kingdom, United Kingdom
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TB
Tony Barnes Dippfs
Colleague at Quilter Financial Advisers
Wootton, England, United Kingdom, United Kingdom
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GF
Gillian Farquhar
Colleague at Quilter Financial Advisers
London, England, United Kingdom, United Kingdom
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JC
Jessica Chantler Fpfs
Colleague at Quilter Financial Advisers
Redruth, England, United Kingdom, United Kingdom
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CN
Claire Nailor
Colleague at Quilter Financial Advisers
Greater Southampton Area, United Kingdom
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NL
Nicola Ledger Dip Pfs
Colleague at Quilter Financial Advisers
Greater Leicester Area, United Kingdom
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JB
James Bravery
Colleague at Quilter Financial Advisers
Salisbury, England, United Kingdom, United Kingdom
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HL
Helen Layton
Colleague at Quilter Financial Advisers
Southampton, England, United Kingdom, United Kingdom
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KN
Karen Noye (Dipfa, Cemap)
Colleague at Quilter Financial Advisers
Gravesend, England, United Kingdom, United Kingdom
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Alexandra Lazar
Colleague at Quilter Financial Advisers
United Kingdom, United Kingdom
View →
LR
Lyndsay Rudland
Colleague at Quilter Financial Advisers
United Kingdom, United Kingdom
View →
TB
Tony Barnes Dippfs
Colleague at Quilter Financial Advisers
Wootton, England, United Kingdom, United Kingdom
View →
GF
Gillian Farquhar
Colleague at Quilter Financial Advisers
London, England, United Kingdom, United Kingdom
View →
JC
Jessica Chantler Fpfs
Colleague at Quilter Financial Advisers
Redruth, England, United Kingdom, United Kingdom
View →
CN
Claire Nailor
Colleague at Quilter Financial Advisers
Greater Southampton Area, United Kingdom
View →
NL
Nicola Ledger Dip Pfs
Colleague at Quilter Financial Advisers
Greater Leicester Area, United Kingdom
View →
JB
James Bravery
Colleague at Quilter Financial Advisers
Salisbury, England, United Kingdom, United Kingdom
View →
HL
Helen Layton
Colleague at Quilter Financial Advisers
Southampton, England, United Kingdom, United Kingdom
View →
KN
Karen Noye (Dipfa, Cemap)
Colleague at Quilter Financial Advisers
Gravesend, England, United Kingdom, United Kingdom
View →
2 education records
Jordan Clark education
Ba Hons International Finance & Investment, 2:1
A-Levels, Business, English, History, Politics
Urmston Grammar Sixth Form
FAQ
Frequently asked questions about Jordan Clark
Quick answers generated from the profile data available on this page.
What company does Jordan Clark work for?
Jordan Clark works for Quilter Financial Advisers.
What is Jordan Clark's role at Quilter Financial Advisers?
Jordan Clark is listed as Trusted Financial Planning Consultant | Retirement & Investment Planning Specialist at Quilter Financial Advisers.
Where is Jordan Clark based?
Jordan Clark is based in Manchester Area, United Kingdom, United Kingdom while working with Quilter Financial Advisers.
What companies has Jordan Clark worked for?
Jordan Clark has worked for Quilter Financial Advisers, Pm+M Solutions For Business Llp, Platinum Ifs Ltd, W&Co. Financial Planning, and St. James'S Place Financial Adviser Academy.
Who are Jordan Clark's colleagues at Quilter Financial Advisers?
Jordan Clark's colleagues at Quilter Financial Advisers include Alexandra Lazar, Lyndsay Rudland, Tony Barnes Dippfs, Gillian Farquhar, and Jessica Chantler Fpfs.
How can I contact Jordan Clark?
You can use AeroLeads to view verified contact signals for Jordan Clark at Quilter Financial Advisers, including work email, phone, and LinkedIn data when available.
What schools did Jordan Clark attend?
Jordan Clark holds Ba Hons International Finance & Investment, 2:1 from Sheffield Hallam University.
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