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Our Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

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Ian Jordan DipFA, CeMAP

Independent Financial Adviser - Member/Director

Founder and Principle Director/Member Ian commenced his financial services career with the National Mutual Life Association of Australasia in April 1982. In 1985, Ian set up his own Independent Financial Adviser practice where its head office is now based on the Harbour Quay in Fareham Hampshire. Over the last three decades Jordan Financial Planning LLP has successfully built up a significant client base, which now spreads all over the United Kingdom. Ian strongly believes that ‘if you look after your client’s interests, your business takes care of itself’. His philosophy is to provide cost-effective, pragmatic financial solutions, placing maximum value on client care, trust and service.

Ian is married to Carol and they have three children and four Grandchildren. Outside of work Ian is an enthusiastic cyclist, both road and mountain biking, and enjoys the occasional game of golf. At home, Ian enjoys DIY and entertaining family and friends.

ian@jfpl.co.uk 01329 220610
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Lee Jordan DipPFS, CeMAP

Independent Financial Adviser - Member/Director

Following a career in Banking, Lee joined Jordan Financial Planning LLP in June 2006 initially as the firms Mortgage Adviser and then he qualified as an Independent Financial Adviser in November 2007. Lee is a Co-Director/Member of Jordan Financial Planning LLP.

Lee is passionate about learning all there is to know about financial matters and is presently working towards obtaining the Chartered Financial Planning designation. Lee has specialist expertise and knowledge in Pensions and Investments, Corporate Financial Planning and Tax Planning. In addition, Lee also has the requisite qualifications, knowledge and expertise to advise upon Equity Release, Long Term Care Planning, Mortgages, Life & Critical Illness Protection and Income Protection. Lee has been awarded the QCF Level 4 qualification by the CII (Chartered Insurance Institute) and also holds the CII's Advanced Pensions Qualification (AF3).

Lee is married to Nicola and they have two children. Outside of work hours Lee enjoys keeping fit and jogging, entertaining at home and is a keen film / movie enthusiast.

leej@jfpl.co.uk 01329 220610
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Rachel Burns

Financial Adviser Support Assistant (Non-advising)

Following a career in Mortgage Lending Underwriting, Rachel joined Jordan Financial Planning LLP in October 2007. Rachel’s key role is to provide Financial Adviser support and is responsible for our client servicing requirements and also the day to day operational procedures of our practice.

Rachel is married to John and they have one child. Outside of work Rachel is keen on fitness and yoga and everything orientated to do with family and friends and enjoys cooking and entertaining at home.

rachelb@jfpl.co.uk 01329 220610
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Carol Jordan

Accounts and Special Projects – Member/Director (Non-Advising)

Since the inception of our practice over the last three decades, Carol has had the full responsibility for the running and administering of the business accounts of Jordan Financial Planning LLP. She also helps out with special projects when we need an extra set of hands.

Carol is married to Ian and they have three children and four Grandchildren. Outside of work Carol enjoys keeping fit at the gym, mountain biking and swimming. At home, Carol enjoys tending to her vegetable garden, DIY and spending time entertaining family and friends.

carolj@jfpl.co.uk 01329 220610