Please use the following links to get started with your application, then an adviser will follow up with you and provide a recommendation.
To arrange a consultation or speak to an adviser, please fill in the contact form.
Financial Planner
Jordan has been a part of Fortuna Financial Planning since entering the industry, working within the company whilst undertaking appropriate qualifications so he can now specialise in Mortgage advice. With client relationships being Jordan’s main focus he aims to build a long term relationship with clients not just one off transactions.
As a whole-of-market advisor Jordan has access to all lenders across the market. Specialising in all areas of secured loans including purchase, remortgage and product transfers whether you’re a first time buyer, home mover or landlord. All client circumstances are welcome as Jordan has experience with both standard and complex cases.
A common and very fair question, why use a mortgage advisor? Mortgages can seem complicated, especially with daily changes to lenders criteria but once Jordan understands your budget, income, savings and credit history he can create a clear picture of what type and amount of loan is realistic for you. Then with Jordan’s knowledge and expertise he can simplify the hole process being your personal agent whilst selecting and managing the chosen lender making Jordan your only point of contact throughout the process.
With there being a large number of lenders it would be impossible to know which lender is most suitable for your circumstances without having drawn out conversations or meetings with each and every one, but Jordan can research all of this in a matter of hours. There are many factors to consider when getting a mortgage; interest rates are only one element of the complete package.
If you would like a discussion or just have a question you would like answered, please fill out the contact form in the top right hand corner.
Jordan brings extensive experience as a mortgage broker, with a deep understanding of underwriting processes and lending criteria across various loan types. His expertise ensures clients receive tailored, knowledgeable advice, making complex financing options accessible and manageable.
Jordan recently excelled in advanced financial planning and reporting projects for entrepreneurs, demonstrating expertise and insight. He also played a key role in the firm’s ‘Collaborate’ initiative, enhancing partnerships with professional connections to expand and deepen the firm’s network and service offerings.
Initial introductions are at our cost so get in touch and speak to a planner, we would love to hear from you.
We can discuss the relevant steps and provide more detailed information about the services we offer, how they are relevant to your situation and we can maybe work in partnership to formulate a plan that will start you on the right financial journey.