Jordan Coltman

Financial Planner and Research Analyst DipPFS Cert CII (MP)

Jordan has been part of the Irongate team for the past 6 years. Having worked closely with the advisory team in a technical consultancy role, Jordan has now progressed to providing tailored, face to face advice to clients. Jordan is dedicated to building lasting relationships based on trust and transparency.

He firmly believes that financial planning does not have to be complex, however it should be relevant to client aspirations. Understanding a client's specific goals enables Jordan to develop a tailored strategy that not only maximises the chances of success, but provides a more emotionally fulfilling outcome, empowering clients to make informed financial decisions.

Jordan is a qualified member of both the Personal Finance Society and the Chartered Insurance Institute.

Jordan is now working towards Chartered status.

Past performance is not indicative of future performance.
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