Jordan Reid

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 with him as a trusted partner, there to help clients through the difficult times and appreciate the good.

Jordan graduated from university with a 1st class honours degree in Accounting & Finance. He has qualified as a Chartered & Certified Financial Planner, the highest-level financial planning qualification in the UK.

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

Contact details

Lincoln office

Client Support Hub, 15 Beaumont Fee, Lincoln, LN1 1UH

Qualifications

View other team members

Tina Weeks

Managing Director &
Financial Life Planner

Clive Thompson

Director,
Head of Business Standards &
Financial Life Planner

Jeremy Squibb

Director,
Head of Life Planning &
Financial Life Planner

Dan Monahan

Senior Client Relationship Manager

Ian Kemp

Financial Life Planner

Karen Lang

Senior Client Relationship Manager

Hollie Simpson

Client Relationship Manager

Sue Thompson

Client Relationship Manager

Lauren Oakley

Client Relationship 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