Jordan Ryan

Personal Profile

Jordan has been a valued member of Fortuna Financial Planning since the beginning of his career in 2017. Throughout his tenure, he has gained hands-on experience and advanced qualifications, initially specialising in mortgage advice before becoming a fully qualified financial adviser.

Jordan focuses on analysing his clients’ financial landscapes and crafting tailored strategies to meet their objectives. With advanced technical skills and expertise in Fortuna’s industry-leading planning software, he excels at creating robust financial plans that keep clients on track towards their financial goals. His deep understanding of tax regulations and the broader financial environment enables him to offer advice that is precisely aligned with his clients’ aspirations.

In addition to comprehensive financial planning, Jordan provides specialised investment advice, particularly for business owners seeking to optimise profits or individuals looking to review investments and pensions. His expertise, supported by in-depth knowledge of Fortuna’s modern platforms and portfolios, ensures that he can both build and preserve wealth effectively for his clients.

Jordan holds a diploma-level financial adviser qualification and is dedicated to building enduring relationships with clients and their families, offering a personalised and comprehensive service beyond single transactions.

Key Experience

Wealth Management
Financial Planning
Pensions and Retirement Planning
Investment Strategies
Protection Planning
Mortgage Advice

Recent projects

Jordan recently contributed to advanced financial planning and reporting projects for entrepreneurs, showcasing his expertise. He also supported the firm’s ‘Collaborate’ initiative, strengthening partnerships with professional connections to broaden the firm’s network and service offerings.