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.
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.
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, West Midlands, B90 8AH
As independent financial advisers we are able to put the client at the heart of all we do. We have a fantastic ongoing review service offering 3 levels of service on a fixed fee basis, allowing us to treat all our clients fairly.
Is a final salary pension transfer right for me?
We provide a personalised service which includes a free initial assessment. If we make any recommendation to you, a fee of 1% of the transfer value (capped at £3000) is payable upon advice given.
With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him
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