Jordan Financial Management Limited

Reference number: 474932

Instant download

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When jordanfm.co.uk first appeared online, and whether it can receive email
  • What kind of line 0121 321 3055 is
  • Who else gives the postcode B74 2NJ
Instant PDF download

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
03599063
Company status
Active
Company type
Private limited company
Incorporated
16 July 1998 (28 years old)
Registered office
Masonic Building, 9 Mill Street, Sutton Coldfield, B72 1TJ, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Michael Andrew Jordan Director Nov 1968 25 Aug 1998 6 other companies
Georgina Elizabeth Jordan Director Jun 1969 19 Sep 2011 3 other companies
Georgina Elizabeth Jordan Secretary Not published 19 Sep 2011 –

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
7
closed down
3
run together
2

In the full report: all 7 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 companies these 2 directors run together
  • All 4 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 31 December 2025Small company accountsNot audited

Net assets

£1.80m

<1% from £1.79m

Cash at bank

£446k

+56% from £285k

Employees (average)

14

Same as 14

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 03599063. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Jordan Financial Management’s history from the FCA register and Companies House, newest first.

Key events (9) All events (16)

2020

10 March 2020

  • Georgina Elizabeth Jordan stopped being the majority owner
  • Jordon Financial Holdings Ltd took control (75–100% of shares)
  • Michael Andrew Jordan no longer has significant control

Companies House

2017

12 December 2017

  • Georgina Elizabeth Jordan became the majority owner (50–75% of shares)

Companies House

2016

6 April 2016

  • Michael Andrew Jordan gained significant control

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2008

2 January 2008

  • Became authorised by the FCA

FCA register

2007

31 December 2007

  • Regulated by the Financial Services Authority from this date

FCA register

1998

16 July 1998

  • Incorporated at Companies House

Companies House

In the full report: all 16 events

  • All 16 events in its history (9 shown here)
  • Every director appointment and resignation: 4
Instant PDF download

Firms like Jordan Financial Management

Other firms of the same type (financial adviser), nearest first.

In Sutton Coldfield

Advice Wise LtdSutton ColdfieldAuthorisedBeats Financial Planning LtdSutton ColdfieldAuthorisedCensus Wealth Management LimitedSutton ColdfieldAuthorisedDeven Yagnic LimitedSutton ColdfieldAuthorisedG&B Associates Independent Financial Advisers LLPSutton ColdfieldAuthorisedHall Financial Planners LtdSutton ColdfieldAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Jordan Financial Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 7 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 16 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Jordan Financial Management Limited FCA authorised?
Yes, Jordan Financial Management Limited (FRN 474932) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2008 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Jordan Financial Management’s phone number and website?
The FCA register lists the phone number 0121 321 3055 and the website jordanfm.co.uk for Jordan Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Jordan Financial Management a scam or clone?
Jordan Financial Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Jordan Financial Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Jordan Financial Management to the Financial Ombudsman Service, free of charge.
Who owns Jordan Financial Management?
Jordan Financial Management is owned by Jordon Financial Holdings Ltd, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 10 March 2020. Before that, it was controlled by Mrs Georgina Elizabeth Jordan and Mr Michael Andrew Jordan.
Who runs Jordan Financial Management?
Companies House lists 2 directors of Jordan Financial Management: Michael Andrew Jordan and Georgina Elizabeth Jordan.
How long has Jordan Financial Management been in business?
The company was formed on 16 July 1998, and has held its current FCA authorisation since January 2008.
What do Jordan Financial Management’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £1.80m (<1% from £1.79m) and cash at bank of £446k (+56% from £285k).

Sources and links

The full report on Jordan Financial Management Limited

£19.99 · Instant PDF download

Loading secure checkout…