Welcoming Jordan to the team

Category: News from the team & Team Serenity

Team Serenity are super excited to introduce you to our newest Financial Planner, Jordan Reid.

Jordan who lives with his partner Kayleigh in Birmingham is a keen golfer and member of his local golf club. He enjoys playing and watching football, reading non-fiction books and walking his springer spaniel, Millie.

After graduating from university with a 1st class honours degree in Accounting & Finance and five years of intense studying, Jordan has qualified as a Chartered & Certified Financial Planner – the highest-level financial planning qualification in the UK.

Jordan has experience advising a wide range of clients, from ex-footballers, directors, and business owners, through to independently wealthy client families.

His goal is for his clients to live without worrying about money so they can get on with what is most important. His vision is to be a trusted partner, there to help clients through the difficult times and to appreciate the good.

Jordan will be mainly working with our clients based in the West Midlands.

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