Welcoming Eleanor Jordan, our new Director

October 31, 2024

We are delighted to announce the appointment of our first female Director, Chartered Financial Planner Eleanor Jordan.

Eleanor joined us in January 2023 and impressed us immediately with her active interest in updating and streamlining the firm’s systems and processes, in addition to her advisory role. Her interest in driving the business forwards and her willingness to take on additional responsibilities did not go unnoticed, and she was welcomed to our Board of Directors in October 2024. She joins fellow Directors, Richard Oliver and Richard Chapman, and our Managing Director, Duncan Chance.

Eleanor’s impressive career history to date means that her promotion comes as no surprise. At the age of just 24, she became one of the youngest Chartered Financial Planners in the country. Now with eight years of experience in the financial services industry, she specialises particularly inworking with like-minded female clients and professionals, leveraging her shared experiences and perspectives to build trust, foster strong client relationships and deliver excellent outcomes.

In her role as Director, Eleanor is firmly focused on evolving the business and delivering a top-quality client service, in addition to taking responsibility for staff wellbeing and human resources.

Eleanor said:

“At Meriden Financial Planning, our overall goal is to ensure client satisfaction is at the forefront of everything we do. By putting more time into our processes, we hope to drive efficiencies that create more time to spend on staff training and client outputs.

“In a sector with an aging workforce that has historically been slow to adapt to digitisation, I also want to use my Directorship as an opportunity to embrace the latest technologies and processes within our business, putting Meriden at the forefront of the industry, delivering excellent client outcomes and building a profitable business.”

Our Managing Director, Duncan Chance added:

“We’re delighted to have appointed Eleanor as a Director. It is very much deserved. She already contributes a lot to the business, and we are sure that this will continue. These are exciting times for Meriden Financial Planning

We are always wanting to invest in ambitious young talent and have previously supported three members of the team through our apprenticeship programme.”

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