Founded by William Jordan, William Jordan Investments is an independent financial advisory firm based in Uckfield, East Sussex. The company specialises in providing bespoke investment management and holistic financial planning services for private clients, trusts, and charities. As a family-run business, they emphasize building long-term, personal relationships with their clients to help them achieve their financial goals through services like retirement planning, investment management, inheritance tax planning, and ISAs. They are authorised and regulated by the Financial Conduct Authority (FCA).

Founded in

United States