Founded by Jordan Toomer for clients in and around Gloucestershire and Wiltshire, our Director and Chartered Financial Planner, Glos & Wilts was built on a commitment to provide clear, expert financial advice with a personal touch.  With over a decade of experience in financial planning, Jordan has helped clients across the UK make informed decisions about their finances with confidence and clarity.

We specialise in advice around pension planning, investments and protection policies, offering both ongoing support and ad hoc guidance.  Our clients know they can reply on us not only for sound advice, but for consistent, responsive service whenever they need it.

Our approach is based on trust, transparency and long-term relationships.  Whether you're planning for the future, adjusting to change or simply looking for a fresh perspective, we are here to help you take control of your financial journey, on your terms.