Oliver
Jordan

Building a career in protection
Oliver's story so far...

School wasn't for Oliver Jordan. At 17, he left partway through the year to start a mortgage administration apprenticeship at Heron Financial, keen to get into work. He soon discovered how much he enjoyed talking to people, whether on the phone or when they walked through the door.

The directors spotted that too. They asked him to book protection appointments, and his results gave them the confidence to support his move into advice. After completing CeMAP, Oliver was signed off to advise on protection in September 2018. Over five full years advising at Heron, he placed 1,551 protection applications on risk across 1,177 client cases.

That experience shaped the business he wanted to build. In January 2026, he founded Check Financial, giving protection its own dedicated place in the advice process. Within nine months, the firm had advised 540 clients and placed 178 policies on risk, providing nearly £40 million of cover. Fourteen mortgage firms now refer clients to the team.

Oliver has also been learning what it takes to help others develop. He coaches the firm's first employee, shares his approach through webinars and training, and has built systems to ease case administration. Next come a greater focus on business protection and a client app, alongside more conversations with advisers who need support on complex cases.