Jordon Carpenter
As an Adviser at Roffey Wealth Management, I bring a wealth of experience and a client-focused approach to every relationship. I work closely with individuals and families to understand what truly matters to them - helping them define, build, and achieve their financial goals with clarity and confidence.
About
Having worked closely with families and business owners, I focus on delivering meaningful value through tailored financial planning. I believe in offering appropriate advice built on trust, clarity, and a deep understanding of each client’s unique goals. By helping clients set clear and achievable objectives, I aim to give them greater financial confidence and a strong sense of direction for the future. My own life experiences have shaped my values, allowing me to work with integrity, empathy, and professionalism always putting my clients' best interests first. I’m also proud to be supported by a dedicated team that shares my commitment to delivering a warm, confidential, and highly professional service at every stage of the client journey.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
