Financial Index › IFA Index › Jordan Estate Planning Limited
Jordan Estate Planning Limited
IFA Financial Advisers · Sutton Coldfield, Birmingham · Est. 2002
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Company Registration Details
| Registered company name | Jordan Estate Planning Limited |
| Companies House number | 04475661 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Masonic Building 9 Mill Street, B72 1TJ |
| City / Region | Sutton Coldfield, Birmingham |
| Date incorporated | 2002 |
| Years trading | 24 years |
| CH status | Active |
| Specialism | Recorded activity: 74909 |
| Index status | Claim this listing → |
About Jordan Estate Planning Limited
Founded in 2002, Jordan Estate Planning Limited has been active for 24 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.
The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 48 of them in Birmingham.
Register checks matter most here: statutory protections only attach to authorised firms.
What IFA Financial Advisers Do
The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.
Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.
How to Choose the Right IFA Financial Adviser
Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.
Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.
Frequently Asked Questions
Other IFA Financial Advisers in Sutton Coldfield
| Blackwood Estate Planning LimitedSutton Coldfield · Est. 2023 | View → |
| G&B Associates Independent Financial Advisers LlpSutton Coldfield · Est. 2019 | View → |
| Ethical Adviser(Uk) LtdSutton Coldfield · Est. 2018 | View → |
| Capital Estate Planning LimitedSutton Coldfield · Est. 2001 | View → |
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Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Jordan Estate Planning Limited or any listed firm. This page does not constitute financial advice. Always verify a firm's regulatory status on the FCA Register at register.fca.org.uk and its Companies House status at companieshouse.gov.uk before entering into any arrangement.