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  11. Jerroms Financial Planning

Jerroms Financial Planning

Independent Financial Adviser  Lumaneri House, Blythe Gate, Solihull, West Midlands, B90 8AH
First meeting at adviser's own cost
Independent financial advisers experienced in all aspects of retirement and investment planning, also consulting with small companies and business owners. Providing you financial peace of mind through a robust, bespoke financial plan.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
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Response rating
10/10
phone Show number
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FCA authorised
Last authorised 18th October 2021
Meet our advisers
MR Gordon Symes Dip PFS
Managing Director
About us

Whether you’re looking to set up your very first pension, require a review of your existing arrangements or want to determine the most efficient way to draw income from investment – our team of financial planners will make sure you receive the best investment advice, with extremely competitive products, to maximise your returns and minimise your tax liabilities.

We work closely with Jerroms Accountants and Jerroms Mortgage & Finance to offer a total financial planning solution from a local network of recommended and trusted people.

We’re here to find the right investment or pension for the individual, no matter how simple or complicated their financial circumstances. We ensure to maintain an ongoing relationship with our clients and encourage regular reviews.

Our services

Ensure our clients have a financial plan which is tailored to their circumstances, aims and objectives.

Build strong relationships with our clients and maintain regular contact and reviews to ensure their needs are being met.

Where to find us
Head office address: Lumaneri House, Blythe Gate, Solihull, Shirley,, Solihull, B90 8AH
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£151,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
check
FCA authorised
Last authorised 18th October 2021

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