Jordan Lyon DipPFS

Relationship Manager

Jordan is a Relationship Manager. He has worked in Financial Services since 2012 and joined Attivo Financial Planning in 2015. Jordan is responsible for establishing and developing long relationships with new private clients, corporate clients, professional partners, and introducers. Jordan works with the Client Engagement and Client Services teams and our Financial Planners to ensure that a tailored, client-focused service is provided for every client.

Jordan holds the Diploma in Financial Planning.