We are delighted to have recently welcomed financial adviser, Jordan Clark, to the PM+M Financial Planning team. In our latest blog we discuss Jordan’s appointment…
Jordan Clark is the newest addition to our Financial Planning team. He will be primarily based in our Bury office and he will be working closely with colleagues at Blackburn. Jordan’s new role will see him provide advice on pensions, investments, tax and estate planning, lifetime cashflow planning, protection and PM+M’s Court of Protection offering to a broad range of private clients, business owners and corporate clients.
Some facts about Jordan:
- Jordan studied at Sheffield Hallam University where he achieved a BA (Hons) in International Finance and Investment.
- Over the past two years, he has focused on building and maintaining client and introducer relationships as well as business development activities.
- He also holds the Level 4 Diploma in Regulated Financial Planning and PM+M will be supporting his plans to complete all Chartered exams by the end of 2022.
Commenting on his appointment, Jordan said, “PM+M boasts one of the North West’s leading financial planning teams, so I’m delighted to start the next phase of my career with them. My focus will be working to build on our profile in Bury and across the wider region and to deliver a first-class service to our clients.”
Helen Clayton – partner and head of PM+M’s Bury office – added, “Jordan is a talented, young financial adviser with a real desire to succeed and deliver for his clients. Those attributes really stood out and we look forward to seeing his career flourish over the next few years.
Helen continued, “As a business, all of us at PM+M are committed to developing our presence in Bury as we come out of the pandemic. It’s all about adding value and building a strong future for ourselves and our clients. One of the main ways we can do that is by investing in and growing our team, so Jordan’s arrival is another step forward in our journey.”
Get in touch
If you are in need of financial planning advice and would like to speak with our new adviser, you can contact Jordan via firstname.lastname@example.org.