Charles Jordan

Charles Jordan

Senior Adviser & Partner

01722 338801

Professionally

Charles joined Peter and Paul in 1988 after a successful career as Building Society Branch Manager. He has been an Independent Financial Adviser for over 28 years.

Charles specialises in investments, pensions, mortgages and life protections. He is passionate about helping his clients make important decisions about their financial planning.

Personally

Charles enjoys spending time with his wife and children, walking and gardening.

His hobbies include listening to music (particularly jazz – especially when accompanied with a craft ale!), reading autobiographies and photography.

Importantly

All financial advisers in the UK must be registered on the Financial Conduct Authority (FCA) register and hold a valid Statement of Professional Standing (SPS). In an age where financial scams pose a real threat, it’s important to make sure you don’t take financial advice from anyone who doesn’t appear on the FCA Register or hold a valid SPS.

You can view Charles’ entry on the FCA Register by clicking here.

You can view Charles’ SPS by clicking here.

Charles in the spotlight

My proudest moment as a financial adviser was:

Passing my Diploma in Regulated Financial Planning.

The things I love most about my job are:

Assisting my existing clients and building lasting relationships with them, helping first-time buyers as well as helping older clients to plan their retirement and seeing their faces when they understand that they can in fact afford to retire.

On an ideal weekend, you can find me:

With my wife in the garden, pottering about, doing some shopping and, if the weather is good, having the family round for a BBQ. If the weather is poor, you’ll find me watching a good film.

My favourite holiday is:

Malta. We have been a number of times to the same hotel, right next to the sea. There is no sand to worry about and excellent walks along the seafront to the nearby town and harbour.

I turn the radio up when they play:

Eric Clapton and JJ Cale.

If I could turn any activity into an Olympic sport, I would win a medal in:

Grass cutting.

When the dessert menu arrives, I’m looking for:

Banoffee pie and custard.

The three people at my dream dinner party would be:

Tom Hanks, Murray Walker and Ronnie Barker.

Diploma in Regulated Financial Planning

Financial Planning Certificate

Certificate in Life & Pensions

Certificate in Mortgage Advice and Practice


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Annetts & Orchard is a trading name of Annetts & Orchard Insurance Brokers, authorised and regulated by the Financial Conduct Authority. You can find Annetts & Orchard Insurance Brokers on the FCA register (FCA number 136445) by clicking here. Registered in England & Wales. Registered Office: 31 Castle Street, Salisbury, Wiltshire, SP1 1TT.

Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here.

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.

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