Principle Financial Planning was founded by Jordan Marlowe, who, having worked in Financial Services since 2014, set out to establish a business where clients and professionalism are at the core of everything we do.

Our firm is dedicated to fostering a client-centric approach, ensuring that every decision and recommendation is made with the client’s goals and well-being in mind. We believe that true success in financial planning comes from building long-term relationships based on trust, transparency, and mutual respect.

Jordan’s commitment to excellence is underscored by his achievement of Chartered Status, the pinnacle of professional development in the financial services industry. With this high level of qualification, Jordan is well-equipped to provide comprehensive and tailored financial advice across a range of areas, including:

• Retirement Planning: Helping clients prepare for a financially secure retirement by creating bespoke strategies that align with their retirement goals and timelines.

• Investment Planning: Crafting personalised investment plans that reflect the client’s risk tolerance, time horizon, and financial objectives, ensuring a balanced and diversified portfolio.

• Inheritance Tax Planning: Assisting clients in efficiently managing their estates to minimise tax liabilities and ensure a smooth transfer of wealth to future generations.

• Business Financial Planning: Offering strategic financial advice to business owners, from implementing an appropriate workplace pension to group protection, as well as arranging the purchase of commercial premises, either through a SIPP or via mortgage.

• Insurance: Providing a wide range of insurance solutions to protect clients and their assets, including life insurance, critical illness cover, and income protection.

• Mortgages (Residential / Buy to Let): Guiding clients through the complexities of securing the right mortgage, whether for a residential property or a buy-to-let investment, ensuring competitive rates and suitable terms.

• Lifetime Mortgages / Equity Release: Assisting clients in accessing the equity tied up in their homes to provide additional funds for retirement, home improvements, or other financial needs, while carefully considering the long-term implications.

At Principle Financial Planning, we pride ourselves on our holistic approach to financial advice. We understand that each client’s financial journey is unique, and we are committed to offering personalised solutions that address their specific needs and aspirations.