Monday - Thursday 09:00 to 17:00
Friday 08:00 to 16:00
Meet Ivor Mordecai
Hi I'm Ivor,
I am a L4 qualified financial planner and I enjoy working together with clients to create financial plans- enabling them to achieve their goals and ambitions at different stages of life. Having left the teaching profession, I moved into financial services in 2018 and have since worked in a boutique advisory firm as well as a larger advisory in London, as an investment manager. I am passionate about working closely with my clients to help them feel confident with their money and empower them to make good financial decisions. I enjoy offering support to a wide range of clients from diverse backgrounds.
Outside of work, I am married and have a four year old daughter and two year old son. We enjoy spending time outdoors in various parts of the country. I am also a keen cyclist and have become something of a cycling statistics nerd recently. I should probably get back to just enjoying the rides though!
Services and Support that I offer
- Protecting you and your family
- Helping you have the Retirement that you want
- Saving and Investing for the future
- Estate Planning to help protect against Inheritance Tax
- Saving for your children or grandchildren
- Business Protection for owners, directors and key personnel
My Commitment to you
I will work with you and help set your plans for the now and support your goals for the future. I will provide advice tailored for you and in a way that is clear to understand and without pressure.
