Patrick Jordan
A little about us
Pat joined JMA following the completion of his A levels in 2017. He is a member of the Private Client Support Team where he has developed a sound knowledge and understanding of the financial services industry. Pat is directly involved in all aspects of the annual review and financial plan implementation process. He completed his Diploma in Financial Services qualifications with the Chartered Insurance Institute in 2023, and has ambitions to progress further in an advisory role. He enjoys working closely with our advisers and obtaining a genuine insight in to how they operate to deliver our client’s goals and objectives.
Qualifications
Chartered Insurance Institute
R01 – Regulation and Ethics
R02 - Investment Principles and Risk
R03 – Personal Taxation
R04 - Pensions & Retirement Planning
R05 - Financial Protection
RO6 - Financial Planning Practice
What customers say
My wife and I have been personal clients of JMA for all it’s 25 years. The cyclical nature of our economy has meant several periods of national financial turbulence and anxiety. Such a long association has enabled the soundness of the advice given, to be demonstrated by the performance achieved.
Trevor Phillips, Surrey
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Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy notice. The information therein is used only to contact you to discuss the areas you've expressed an interest in. Please note the contents of this form is sent via email and therefore may not be secure.