Stephen Jordan

Stephen Jordan Email and Phone Number

Director & Co-owner. Five Wealth Ltd @ Five Wealth Ltd
manchester, manchester, united kingdom
Stephen Jordan's Location
Manchester Area, United Kingdom, United Kingdom
Stephen Jordan's Contact Details

Stephen Jordan work email

Stephen Jordan personal email

n/a
About Stephen Jordan

Five Wealth Ltd is a fully independent wealth management and financial planning company based in central Manchester. The five founding directors between them have over 100 years of financial planning experience and are committed to creating bespoke solutions for their clients. Our focus would be on investment led financial planning, we place a huge amount of importance on knowing and understanding our clients goals and aspirations. We then try to help them structure their savings and investments to achieve these goals but also be flexible to inevitable changes in plans and objectives. Clients tend to be high net worth or high income individuals, families, trusts or businesses. A specialism however would be high income professionals and business owners/entrepreneurs. This would be from start-ups to established SME's through to exit planning on sale. Our services encompass all areas of financial planning including (but not limited to):- investments- pensions- inheritance tax planning- trusts- protection- corporate planning We are extremely proud of our company and our clients, many of whom have been clients for many years and some even inter-generational. Our relationships are built on trust and respect, understanding and experience with a focus on looking after people for the long term.

Stephen Jordan's Current Company Details
Five Wealth Ltd

Five Wealth Ltd

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Director & Co-owner. Five Wealth Ltd
manchester, manchester, united kingdom
Website:
fivewealth.co.uk
Employees:
19
Stephen Jordan Work Experience Details
  • Five Wealth Ltd
    Director & Co-Owner
    Five Wealth Ltd Jul 2016 - Present
    Manchester, United Kingdom
    Five Wealth Ltd is a fully independent wealth management and financial planning company based in central Manchester. The five founding directors between them have over 100 years of financial planning experience and are committed to creating bespoke solutions for their clients. Our focus would be on investment led financial planning, we place a huge amount of importance on knowing and understanding our clients goals and aspirations. We then try to help them structure their savings and investments to achieve these goals but also be flexible to inevitable changes in plans and objectives. Clients tend to be high net worth or high income individuals, families, trusts or businesses. A specialism however would be high income professionals and business owners/entrepreneurs. This would be from start-ups to established SME's through to exit planning on sale. Our services encompass all areas of financial planning including (but not limited to):- investments- pensions- inheritance tax planning- trusts- protection- corporate planning We are extremely proud of our company and our clients, many of whom have been clients for many years and some even inter-generational. Our relationships are built on trust and respect, understanding and experience and a focus on looking after people for the long term
  • Dewhurst Torevell & Co. Ltd
    Independent Financial Adviser
    Dewhurst Torevell & Co. Ltd Feb 2005 - Jul 2016
  • The Higham Group
    Investment/Pensions Technician
    The Higham Group 2003 - 2005

Stephen Jordan Skills

Wealth Management Pensions Personal Pensions Pension Schemes Pension Funds Portfolio Management Investments Financial Planning Financial Advisory High Net Worth Individuals Protection Trusts Retirement Planning Restructuring

Stephen Jordan Education Details

Frequently Asked Questions about Stephen Jordan

What company does Stephen Jordan work for?

Stephen Jordan works for Five Wealth Ltd

What is Stephen Jordan's role at the current company?

Stephen Jordan's current role is Director & Co-owner. Five Wealth Ltd.

What is Stephen Jordan's email address?

Stephen Jordan's email address is st****@****h.co.uk

What schools did Stephen Jordan attend?

Stephen Jordan attended University Of Birmingham.

What skills is Stephen Jordan known for?

Stephen Jordan has skills like Wealth Management, Pensions, Personal Pensions, Pension Schemes, Pension Funds, Portfolio Management, Investments, Financial Planning, Financial Advisory, High Net Worth Individuals, Protection, Trusts.

Who are Stephen Jordan's colleagues?

Stephen Jordan's colleagues are Sara Kelly, Roisin Duffy, Christine O'connor, Liz Colfer, Stacey Woodman, Sue Barlow, Finnley Brunel.

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