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Jordan Wong

Financial Planning Manager and Chartered Financial Planner
Chartered Financial Planner

What does “Chartered Financial Planner” mean?

Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

About Jordan

Jordan joined us in March 2017 as a trainee financial planner and has since worked his way to becoming a Chartered financial planner. He is currently working towards Certified status and is also a defined benefit pension transfer specialist.

Jordan explains complex, technical financial planning matters in simple, easily understandable terms, so clients have 100% trust in what he does.

Qualifications

Diploma in Regulated Financial Planning
The RQF Level 4 Diploma in Regulated Financial Planning meets the FCA’s qualification requirements for retail investment advisers, developing core technical knowledge and financial planning capabilities across six core areas.
Advanced Diploma in Financial Planning
This qualification enables professional advisers to develop specialist planning capabilities and covers topics like personal tax and trust, business financial, pension and investment planning.
CertPFS (DM) (Certificate in Discretionary Investment Management)
The RQF Level 4 Certificate in Discretionary Investment Management develops the wealth strategy and portfolio management skills required for effective discretionary investment management. The qualification satisfies the FCA appropriate qualification requirements for this class of business.
Certificate in Securities Advice and Dealing
This certificate satisfies the FCA appropriate qualification requirement for those advising or dealing in securities, developing in-depth knowledge of investment and securities products, the UK taxation system and considerations for appropriate investment recommendations.
Level 4 Award in Pensions Update
This single unit qualification develops and tests knowledge of pension reforms and how they impact at-retirement advice.

Specialises in

Financial planning
Complex affairs
Corporate businesses
Trusts
Pension transfers

Spotlight questions

When I'm not working, you'll find me…

When I'm not working, you'll find me on the golf course, at Anfield watching my beloved Liverpool FC, or out travelling and seeing different places.

My favourite place in the world is…

Home because that's where I can relax and be in the company of my wife and dog.

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Contact us

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    01509 610472
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    2-3 Rectory Place, Loughborough, LE11 1UW