Derek Jordan
DipPFS
I offer face-to-face advice and specialise in meeting the financial needs of people who have created or wish to create capital, or who earn higher incomes than average and whose circumstances can therefore be more complicated. I strive to give a high standard of service and advice.
About
I first joined the financial service sector in July 1982, holding various positions including managerial.
I then started my own independent financial advice Practice, which I ran for the 15 years prior to joining St. James's Place in October 2003.
During my time working in the financial service sector I have built up a wealth of experience and knowledge as well as formal qualifications in sectors including pre and post retirement planning, investment strategies and inheritance tax planning.
I offer a bespoke wealth management service; I do not provide off-the-shelf (or off-the-web) solutions, whether your priority is to:
- Build capital for retirement
- Invest for growth or income
- Gain financial protection against risk
- Pass financial wealth down to other generations
- Inheritance tax planning
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Promotions
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 03/10/2024
The Partner 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.
