Jordan Lidster
New Client Enquiries
Jordan has spent seven years working in financial services and holds the CISI Level 4 Investment Advice Diploma, alongside a Level 3 qualification in Investment Operations.
Jordan is the first point of contact for people getting in touch with the firm for the first time. If you’ve requested a call with us, you’ll speak to Jordan first. It’s a short introductory conversation to understand your circumstances and what you’re looking for help with, so that your consultation can be arranged with the right member of our planning team.
Outside of work, Jordan is a keen footballer and spends much of his spare time in the gym. He is also the one most likely to be found talking about the weekend’s results on a Monday morning.
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