Jordan joined BRI in February 2022, bringing a wealth of experience and knowledge in financial planning. At BRI, Jordan works as a Financial Planner, and is passionate about helping clients reach their lifetime goals. Prior to becoming a financial planner, she has worked in technical consultancy roles, which provided her with extensive knowledge in relation to investments, pensions, inheritance tax planning, business planning and lifestyle planning. Jordan has achieved her Diploma in Regulated Financial Planning and Certificate in Mortgage Advice, and is currently working towards her Advanced Diploma with hopes to achieve Chartered Status.
