Jordan Toomer
As a qualified Financial Planner I strive in providing a high level of quality service for my clients, I have a strong reputation in around Wiltshire and Gloucestershire for vast knowledge of pensions due to my background within Technical advice teams. Outside of work I enjoy spending time with my family and can often be found playing golf as well as many other sports and hobbies.
About
At Glos & Wilts we have been providing advice to individuals and business's in around Gloucestershire and Wiltshire for over 10 years now, as the world continues to change, we ensure our advice is bespoke and unique to each family.
Our advice propositions tend to be focused on retirement planning, providing clear and robust plans to get individuals from working life, into retirement providing confidence for sustainable income to ensure all of the goals in retirement can be met.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
Addresses
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
