Jordan Reid CFP™ APFS

Financial Planner

Jordan is a highly qualified Financial Planner.

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

His purpose is simple: to be a trusted partner and wealth manager to his clients and their families, helping them through the difficult times and appreciating the good.

Jordan has qualified as a Chartered & Certified Financial Planner, the highest-level financial planning qualification in the UK. He lives in Birmingham with his wife Kayleigh and enjoys playing golf, reading and walking his springer spaniel, Millie.

My Favourite…

Book – The Earned Life, by Marshall Goldsmith

Film – The Shawshank Redemption

UK Holiday Destination – The Cotswolds

Holiday Destination – Australia

App – Runna

Qualifications

View other team members

Tina Weeks

Managing Director &
Financial Life Planner

Clive Thompson

Director,
Head of Operations

Stephen Page

Financial Planner

Hollie Simpson

Client Relationship Manager & Support Team Leader

Beth Evans

Client Relationship Manager

Jade Sylvester

Financial Administrator

Sue Thompson

Accounting & Finance Manager

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Qualifications

  • Chartered Financial Planner
  • Certified Financial Planner
  • Level 7 Diploma in Advanced Financial Planning
  • Level 6 Advanced Diploma in Financial Planning
  • BA (Hons) Accounting and Finance