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
Financial Planning Consultant
at
Quilter Financial Advisers
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planning Consultant
Location
Manchester Area, United Kingdom
Company size
Who is Jordan Clark? Overview
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Quick answer
Jordan Clark is listed as Financial Planning Consultant at Quilter Financial Advisers, a with 1851 employees, based in Manchester Area, United Kingdom. AeroLeads shows a matched LinkedIn profile for Jordan Clark.
Jordan Clark previously worked as Independent Financial Adviser at Pm+M Solutions For Business Llp and Independent Financial Adviser at Platinum Ifs Ltd. Jordan Clark holds Ba Hons International Finance & Investment, 2:1 from Sheffield Hallam University.
Company email context
Email format at Quilter Financial Advisers
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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 →
RG
Richard Gillies
Colleague at Quilter Financial AdvisersWatford, England, United Kingdom
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LB
Louise Bettany
Colleague at Quilter Financial AdvisersSouthampton, England, United Kingdom
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SS
Sophie Snow-Pearson
Colleague at Quilter Financial AdvisersSouthampton, England, United Kingdom
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LW
Liz Wright
Colleague at Quilter Financial AdvisersUnited Kingdom
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CP
Ceri Palmer Dip Cii
Colleague at Quilter Financial AdvisersUnited Kingdom
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ND
Nicola Dempsey
Colleague at Quilter Financial AdvisersLondon, England, United Kingdom
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HJ
Helen Johnson
Colleague at Quilter Financial AdvisersBrockenhurst, England, United Kingdom
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AE
Alex E
Colleague at Quilter Financial AdvisersGreater Southampton Area, United Kingdom
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CF
Cameron Falcus
Colleague at Quilter Financial AdvisersSouthampton, England, United Kingdom
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MD
Moni Dhanjal
Colleague at Quilter Financial AdvisersGuildford, England, United Kingdom
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Richard Gillies
Colleague at Quilter Financial AdvisersWatford, England, United Kingdom
View →
LB
Louise Bettany
Colleague at Quilter Financial AdvisersSouthampton, England, United Kingdom
View →
SS
Sophie Snow-Pearson
Colleague at Quilter Financial AdvisersSouthampton, England, United Kingdom
View →
LW
Liz Wright
Colleague at Quilter Financial AdvisersUnited Kingdom
View →
CP
Ceri Palmer Dip Cii
Colleague at Quilter Financial AdvisersUnited Kingdom
View →
ND
Nicola Dempsey
Colleague at Quilter Financial AdvisersLondon, England, United Kingdom
View →
HJ
Helen Johnson
Colleague at Quilter Financial AdvisersBrockenhurst, England, United Kingdom
View →
AE
Alex E
Colleague at Quilter Financial AdvisersGreater Southampton Area, United Kingdom
View →
CF
Cameron Falcus
Colleague at Quilter Financial AdvisersSouthampton, England, United Kingdom
View →
MD
Moni Dhanjal
Colleague at Quilter Financial AdvisersGuildford, England, United Kingdom
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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 Financial Planning Consultant at Quilter Financial Advisers.
Where is Jordan Clark based?
Jordan Clark is based in Manchester Area, 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 Richard Gillies, Louise Bettany, Sophie Snow-Pearson, Liz Wright, and Ceri Palmer Dip Cii.
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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