Financial Services

Working with the Market Place Leaders

 

We are Jordan Marks Estates are proud to work in close partnership with Alchemy Advisory Services.

 

We pride ourselves not only in having attained Corporate Chartered Financial Planning status but also having the coveted Investor in People award, recognising the investment we make in the training of our staff.

 

Director Gaynor Lyth has been employed in financial services since 1979 and has been a Certified Financial Planner since 2003. She became Chartered in 2008, soon after the qualification was launched, meaning she has two of the highest accolades for Financial Planning in the UK today. In 2012 Gaynor also became one of first 100 Registered Life Planners in the country with the Kinder Institute of Life Planning. 

 

Director Stephen Lyth has operated in Financial Services since 1982 after a brief period in Her Majesties Royal Air Force. As well as having a wealth of experience Stephen is also formally qualified to Diploma Level and became an Independent Financial Planner in 1993.

 

All employees including our highly experienced administration team have formal financial services qualifications and are members of the Chartered Insurance Institute. You can be assured that professionalism by qualification is embedded in our practice. 

 

We founded Alchemy in 2004 with the sole aim of being able to supply clients with a bespoke and highly qualified personal financial planning service, at a competitive price.

 

 

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Jordan Marks Estates, Estate Agents Christchurch

 

Our Office

 

16 High Street

Christchurch

Dorset

BH23 1AY

 

01202 484444

admin@jordanmarksestates.co.uk

 

VAT Number: 194923275

 

 

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