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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 29th June 2020
Meet our advisers
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, West Midlands, B90 8AH
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 29th June 2020

Similar advisers near you

Independent Financial Adviser 0.09 mi
Welcome to Supportive Financial Planning … if tax is taxing … if money is a worry, we're here to help
 
Independent Financial Adviser 0.8 mi
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.
 
Independent Financial Adviser 1.52 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 1.85 mi
We understand that Financial Services can be complicated, which is why we pride ourselves in offering you a fresh approach to the topic. | *Online Video Meetings Available During Coronavirus Restrictions