• Jordan Financial Planning LLP
  • 7 Quayside Commerce Centre Lower Quay
  • Fareham
  • Hampshire
  • PO16 0XR
  • Tel: 01329 220610
  • Fax: 01329 822475

Quick Mortgage Quote

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Quick Mortgage Quote

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Investment advice & portfolio planning.
• Experienced investor? We can provide advice on the most      appropriate vehicles from all UK investment houses.
• New to investing? We can guide you, taking into account       your tax, income, growth and risk requirements.
• Fully independent, able to advice on the entire UK market.

If you have a need for investment advice, we have the expertise you'll want.
Investment advice & portfolio planning. • Experienced investor? We can provide advice on the most appropriate vehicles from all UK investment houses. • New to investing? We can guide you, taking into account your tax, income, growth and risk requirements. • Fully independent, able to advice on the entire UK market. If you have a need for investment advice, we have the expertise you'll want.
Inheritance Tax.
Are you happy at the thought of the taxman having a chunk of your estate?

If not, let's talk.
Inheritance Tax. Are you happy at the thought of the taxman having a chunk of your estate? If not, let's talk.
Mortgages.
Fully independent  and with access to deals not available on the high street.
Mortgages. Fully independent and with access to deals not available on the high street.
Retirement Planning. How comfortable will you be in retirement? Not sure. Talk to us.
Retirement Planning. How comfortable will you be in retirement? Not sure. Talk to us.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Inheritance Tax Planning is not regulated by the Financial Services Authority

The value of investments and income from them may go down. You may not get back the original amount invested.

A pension is a long term investment. The fund value may fluctuate and can go down.

Mortgages/Remortgages

Our fees for arranging a mortgage are £550.00. A commitment fee of £275.00 is payable with the mortgage application and is non refundable. The balance of £275.00 is payable upon completion of the mortgage. In addition, we will receive a commission from the chosen mortgage lender.

Equity Release

Our fees for arranging a Lifetime mortgage / Home Reversion Schemes are £750.00. A commitment fee of £275.00 is payable with the application and is non refundable. The balance of £475.00 is payable upon completion. In addition, we will receive a commission from the chosen provider.