Jordan West

As a UK-based Financial Planner with over a decade of experience, I specialise in guiding private clients toward financial clarity, long-term security, and meaningful wealth-building. My foundation lies in accounting, with a BA (Hons) in Accounting and Finance, which has equipped me with a strong analytical edge and a deep understanding of the financial ecosystem.

My approach is centred around trust, transparency, and tailored advice. I believe that strong financial planning is never one-size-fits-all. I take the time to understand each client’s goals, values, and concerns before crafting clear, personalised strategies that evolve with their lives...

Whether it’s retirement planning, investment management, tax efficiency, or estate planning, my clients can expect honest guidance, careful attention to detail, and a commitment to delivering long-term value.

What sets me apart is not just my technical expertise, but my ability to simplify complex financial matters and foster genuine, lasting relationships. I’m passionate about empowering my clients with the knowledge and confidence they need to make informed decisions—now and for the future.

I believe in the value of continual professional development and staying ahead in an ever-evolving industry. As part of this commitment, I’m currently working towards the prestigious UK Certified Financial Planner (CFP) qualification—further enhancing my ability to deliver truly holistic financial planning.

Outside of work, my greatest passion is music—whether playing, listening, or discovering something new. I also deeply value quality time with my wife and young daughter, which keeps me grounded and inspired both personally and professionally.

Whether you're looking to grow your wealth, plan for retirement, or gain clarity around your finances, I’m here to support you every step of the way.

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