Jordan Reid CFP™ APFS

Financial Planner

Jordan is a highly qualified Financial Planner who joined Serenity in January 2022.

He has experience advising a wide range of private clients, from ex-footballers, directors and business owners to independently wealthy client families. His goals are for his clients to live without worrying about money so they can get on with what is most important. He works to become a trusted partner, there to help clients through the difficult times and appreciate the good.

Jordan has qualified as a Chartered & Certified Financial Planner, the highest-level financial planning qualification in the UK.

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

My Favourite…

Book – ‘The Everyday Hero Manifesto’ by Robin Sharma

Film – The Shawshank Redemption

UK Holiday Destination – The Cotswolds

Holiday Destination – Hawaii

App – Apple Podcasts


View other team members

Tina Weeks

Managing Director &
Financial Life Planner

Clive Thompson

Head of Business Standards &
Financial Life Planner

Stephen Page

Financial Planner

Hollie Simpson

Client Relationship Manager & Support Team Leader

Beth Evans

Financial Administrator

Sue Thompson

Accounting & Finance Manager

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  • 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