ABOUT JORDAN FINANCIAL MANAGEMENT LIMITED
We’re passionate about doing the best job for our clients. In fact our business is driven by what our clients want, not the other way round.
All of our advisers hold the same philosophy: to offer the best solution from the entire marketplace at the best price for the client and at the right time.
With over 20 years industry experience, Georgina heads Jordan Estate Planning Ltd, the Will Writing arm of Jordan Financial Management. She also performs Marketing, Compliance and Personnel activities within the Company. Email:
Mike is a former police officer, and Managing Director of Jordan Financial Management Ltd. He is a Member of the Personal Finance Society and Society of Will Writers and holds the Diploma qualification in Financial Planning, providing independent financial advice for over 20 years. Renowned for his industry comment, Mike is a keen supporter of local causes, in particular his old school of King Edwards, Aston. His breadth of knowledge of financial products and planning has helped some 1500 clients make better use of their money including the writing of their Wills and Inheritance Tax planning. Mike has a support team with a collective experience in the Financial Services industry of over 50 years.
Jordan Financial Management have been advising clients how to get the most from their money for almost two decades.
Their plain speaking approach to explaining the world of personal finance has enabled them to assist hundreds of clients with a variety of needs. As such, the Company has evolved and developed expertise in all areas of financial planning; from investment advice to writing your Will, Jordan Financial Management can assist you with every aspect of your finances.
Our philosophy is to offer all clients the best advice in relation to their financial planning whilst also providing access to expert fund management with enhanced customer service.
There are 4 free parking spaces reserved for Clients of Jordan Financial Management along the right of the building. Access is on the ground floor and all meeting rooms are located at ground level.
KEY FINANCES
Year
2016
Assets
£669.08k
▲ £162.81k (32.16 %)
Cash
£426.94k
▲ £293.02k (218.80 %)
Liabilities
£129.05k
▼ £-9.49k (-6.85 %)
Net Worth
£540.03k
▲ £33.76k (6.67 %)
REGISTRATION INFO
-
Check the company
-
UK
-
Birmingham
- Company name
- JORDAN FINANCIAL MANAGEMENT LIMITED
- Company number
- 03599063
- VAT
- GB163879759
- Status
-
Active
- Categroy
- Private Limited Company
- Date of Incorporation
-
16 Jul 1998
Age - 27 years
- Home Country
- United Kingdom
CONTACTS
- Website
- jordanfm.co.uk
- Phones
-
01213 213 055
01212 221 003
01213 215 691
01213 215 696
01213 215 697
01212 221 010
01213 215 695
01212 221 004
01213 215 690
01213 213 855
- Registered Address
- 335 JOCKEY ROAD,
SUTTON COLDFIELD,
WEST MIDLANDS,
B73 5XE
ECONOMIC ACTIVITIES
- 66190
- Activities auxiliary to financial intermediation n.e.c.
LAST EVENTS
- 27 Sep 2016
- Total exemption small company accounts made up to 31 December 2015
- 19 Jul 2016
- Confirmation statement made on 16 July 2016 with updates
- 09 Oct 2015
- Total exemption small company accounts made up to 31 December 2014
CHARGES
-
22 January 2008
- Status
- Outstanding
- Delivered
- 1 February 2008
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- 34 wolesley road rugeley staffs. Together with all…
-
15 June 2007
- Status
- Outstanding
- Delivered
- 16 June 2007
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- L/H flat 5 and garage 1 stirling house rectory road sutton…
-
4 October 2001
- Status
- Satisfied
on 31 October 2008
- Delivered
- 10 October 2001
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- The f/h property k/a 171 clarence road, four oaks, sutton…
-
4 October 2001
- Status
- Satisfied
on 31 October 2008
- Delivered
- 10 October 2001
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- The freehold property known as 429 kingsbury road erdington…
-
9 August 2001
- Status
- Satisfied
on 31 October 2008
- Delivered
- 18 August 2001
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- The freehold property known as or being lands barns and…
-
13 June 2001
- Status
- Satisfied
on 31 October 2008
- Delivered
- 15 June 2001
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- F/H property k/a 171 clarence road four oaks sutton…
-
13 June 2001
- Status
- Satisfied
on 12 January 2002
- Delivered
- 15 June 2001
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- F/H property k/a 429 kingsbury road erdington birmingham -…
-
3 April 2001
- Status
- Satisfied
on 31 October 2008
- Delivered
- 4 April 2001
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- The f/h property k/a or being 281 court lane, erdington…
-
21 February 2001
- Status
- Satisfied
on 31 October 2008
- Delivered
- 27 February 2001
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- F/H 80 deakin road erdington birmingham WM27125. Together…
-
13 February 2001
- Status
- Satisfied
on 5 October 2001
- Delivered
- 15 February 2001
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- 11 sandy croft sutton coldfield west midlands,coventry;…
-
2 February 2001
- Status
- Satisfied
on 5 October 2001
- Delivered
- 3 February 2001
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- The property at 21 eastbrook newhall sutton coldfield t/n…
-
26 January 2001
- Status
- Satisfied
on 5 October 2001
- Delivered
- 3 February 2001
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- L/H property k/a 28 links view streetly sutton coldfield -…
-
25 January 2001
- Status
- Satisfied
on 5 October 2001
- Delivered
- 26 January 2001
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- The leasehold property known as 9 derwent court, sutton…
-
24 November 2000
- Status
- Satisfied
on 5 October 2001
- Delivered
- 12 December 2000
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- 17 eastbrook close newhall walmley sutton coldfield t/no:…
-
8 November 2000
- Status
- Satisfied
on 5 October 2001
- Delivered
- 9 November 2000
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- L/H property k/a 11 sandy croft sutton doldfield west…
-
22 August 2000
- Status
- Satisfied
on 5 October 2001
- Delivered
- 25 August 2000
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- 147 rectory road sutton coldfield west midlands. T/no wm…
-
24 March 2000
- Status
- Satisfied
on 5 October 2001
- Delivered
- 4 April 2000
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- 33A withy hill road sutton coldfield west midlands. T/no…
-
11 February 2000
- Status
- Satisfied
on 5 October 2001
- Delivered
- 19 February 2000
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- L/H property k/a flat number 2 and garage number 2 grenfell…
-
24 January 2000
- Status
- Satisfied
on 5 October 2001
- Delivered
- 29 January 2000
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- The property known as flat 4 and garage 3 stirling house…
-
24 January 2000
- Status
- Satisfied
on 31 October 2008
- Delivered
- 29 January 2000
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- The freehold property known as 43 court lane erdington…
-
12 January 2000
- Status
- Satisfied
on 5 October 2001
- Delivered
- 25 January 2000
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- The l/h property k/a 59 hollypark drive erdington…
-
7 January 2000
- Status
- Satisfied
on 5 October 2001
- Delivered
- 21 January 2000
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- L/H property k/a 4A marlpit lane sutton coldfield t/no. Wm…
-
18 November 1999
- Status
- Satisfied
on 5 October 2001
- Delivered
- 30 November 1999
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- 37 kingston court and garage 21 kingston court lichfield…
-
18 November 1999
- Status
- Satisfied
on 31 October 2008
- Delivered
- 20 November 1999
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- F/H property k/a 294 and 296 alcester road moseley…
-
18 November 1999
- Status
- Satisfied
on 5 October 2001
- Delivered
- 20 November 1999
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- Property k/a 117 ivyfield road erdington birmingham…
-
16 November 1999
- Status
- Satisfied
on 5 October 2001
- Delivered
- 30 November 1999
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- Flat 2 duncan house station road sutton coldfield t/no…
-
11 November 1999
- Status
- Outstanding
- Delivered
- 13 November 1999
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- Fixed and floating charges over the undertaking and all…
See Also
Last update 2018
JORDAN FINANCIAL MANAGEMENT LIMITED DIRECTORS
Georgina Elizabeth Jordan
Acting
- Appointed
- 19 September 2011
- Role
- Secretary
- Address
- 335 Jockey Road, Sutton Coldfield, West Midlands, United Kingdom, B73 5XE
- Name
- JORDAN, Georgina Elizabeth
Georgina Elizabeth Jordan
Acting
- Appointed
- 19 September 2011
- Occupation
- Administrator
- Role
- Director
- Age
- 56
- Nationality
- British
- Address
- 335 Jockey Road, Sutton Coldfield, West Midlands, United Kingdom, B73 5XE
- Country Of Residence
- England
- Name
- JORDAN, Georgina Elizabeth
Michael Andrew Jordan
Acting
- Appointed
- 25 August 1998
- Occupation
- Independant Financial Adviser
- Role
- Director
- Age
- 57
- Nationality
- British
- Address
- 335 Jockey Road, Sutton Coldfield, West Midlands, United Kingdom, B73 5XE
- Country Of Residence
- England
- Name
- JORDAN, Michael Andrew
Ann Jordan
Resigned
- Appointed
- 01 December 2007
- Resigned
- 19 September 2011
- Role
- Secretary
- Address
- 57 Sir Alfreds Way, Sutton Coldfield, West Midlands, B76 1ET
- Name
- JORDAN, Ann
Michael Andrew Jordan
Resigned
PSC
- Appointed
- 25 August 1998
- Resigned
- 01 December 2007
- Role
- Secretary
- Address
- 3 Tall Trees Close, Four Oaks, Sutton Coldfield, West Midlands, B74 4PJ
- Name
- JORDAN, Michael Andrew
- Notified On
- 6 April 2016
- Nature Of Control
- Ownership of shares – More than 50% but less than 75%
EDEN SECRETARIES LIMITED
Resigned
- Appointed
- 16 July 1998
- Resigned
- 25 August 1998
- Role
- Nominee Secretary
- Address
- The Quadrant, 118 London Road, Kingston, Surrey, KT2 6QJ
- Name
- EDEN SECRETARIES LIMITED
Ann Jordan
Resigned
- Appointed
- 25 August 1998
- Resigned
- 01 December 2007
- Occupation
- Director
- Role
- Director
- Age
- 87
- Nationality
- British
- Address
- 57 Sir Alfreds Way, Sutton Coldfield, West Midlands, B76 1ET
- Country Of Residence
- England
- Name
- JORDAN, Ann
GLASSMILL LIMITED
Resigned
- Appointed
- 16 July 1998
- Resigned
- 25 August 1998
- Role
- Nominee Director
- Address
- The Quadrant, 118 London Road, Kingston, Surrey, KT2 6QJ
- Name
- GLASSMILL LIMITED
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