Jordan Elcock

DipFA

Financial Adviser

Financial advice areas

Business protection, Inheritance Tax planning, Investment advice, Pension advice, Personal financial planning, Personal protection, Retirement planning

Area locations

Cornwall, Derbyshire, East Midlands, Essex, Leicestershire, London, Midlands, Nottinghamshire, West Midlands

About me

I started my career with a major high street bank and have since moved into providing key financial advice. I have over a decade of experience in the financial services industry. I pride myself in helping individuals and families achieve their financial goals. I advise on Pensions, Investments and Inheritance Tax Estate Planning. Whether it is the client’s goal to achieve long-term growth or to invest for income in retirement, I provide a bespoke service for everyone.

With a client-first philosophy, I take the time to understand each client’s financial situation, goals, and risk tolerance before recommending any strategies. I have a proven track record of helping clients build wealth and secure their financial futures through well-diversified portfolios and careful planning.

Outside of work, I enjoy spending time with my wife and family. We’re dog lovers, with two French bulldogs and a Labrador named Marley (very original!)

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