Jerroms Financial Planning

Independent Financial Adviser  The Exchange,, Solihull, West midlands, B90 2EL
First meeting at adviser's own cost
Provide independent advice on all aspects of Mortgage, Equity Release, Retirement and Investment planning.
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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
Response rating
7.0/10
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FCA authorised
Last authorised 6th April 2020
Meet our advisers
Gordon Symes Dip PFS
Managing Director
About us

The company was formed in 2003 as Mortgages Together specialising in providing whole of market Mortgage advice.
In 2011 a local firm of Accountants took an interest and in 2014 Gordon Symes a qualified Independent Financal Adviser with nearly 30 years of industry experience took control and the company broadened its activities to include Independent Retirement and Investment advice under the trading name of Planning Together.
The company is still partly owned by the Accountancy practice and provides a comprehensive and efficient service to a broad spectrum of clients.

Our services

Work really hard to ensure our clients are provided with the best possible solutions to meet their goals and objectives.

Where to find us
Head office address: The Exchange,, 26 Haslucks Green Road,, Shirley,, West Midlands,, Solihull,, B90 2EL
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 6th April 2020

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