The reason for our long history of success? We always look after our clients as we would want to be looked after ourselves - trust, honesty and integrity. We are dedicated to examining and improving our knowledge and processes in relation to financial planning; investing; tax and estate planning and everything we learn is then shared and used for the benefit of our clients via our unique Jordan Family
Annie Cox — I have dealt with Neil Currier now for over a decade. He has always provided me with excellent, professional advice and would
If you are looking for impartial and independent advice, you have come to the right place. We are an established, independent company offering trust, reliability and a personal service tailored to the individual. We design and provide our clients with clear financial plans for their future as financial planning becoming ever more complicated; there has never been a better time to take advice from local
We are Chartered Financial Planners, providing independent and impartial financial planning advice to individuals, companies and trusts. Chartered status is the highest level that can be achieved and demonstrates how seriously we take our responsibilities. We always do what is best for our clients and by agreeing in advance what we will do for them and what it will cost, they can be assured of our