Jerroms Financial Planning is run by Gordon Symes, who has worked within the financial services industry since the late 80s. Gordon has been providing independent financial advice since 2000, and is based in Solihull, near Birmingham.
Gordon and his team cater for the needs of private individuals and small businesses, advising them on how best to invest, and draw income, depending on the stage of their personal or work life.
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.
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.
Services
- We are completely committed to offering expert Independent financial advice, in a very understandable way. We encourage our clients to ask as many questions as they need to, so they have a clear understanding of what’s been agreed to and why.
- We work closely with our clients to agree suitable objectives, making sure all their needs are being met. And we are continually reviewing the financial performance of the investments, making changes where needed, to stay on track.
- We work closely with providers to ensure we offer our clients the most competitive contracts and charges available in the market place.
One size does not fit all. We do not offer any independent financial advice or recommend any solutions until we have all the facts on our client’s personal financial situation.
Starting with the initial meeting, we use a handful of expert profiling tools to give us a really good grasp of our client’s financial circumstances, desired objectives and attitude to risk, from both a short-term and a long term perspective.
Once we have all the information we need we’ll agree the investment objectives with our client. It’s vital that these are specific and measurable as they’ll form the benchmark for future review.
Then we’ll make recommendations on the actual investment products. We work hard to secure excellent contract terms with long term partners and so all of our clients can be assured they will benefit from extremely competitive contract charges.
But the work doesn’t stop there once the money has been invested. Thereafter we commit to continual reviews where we review the performances of the funds against the agreed benchmark, making recommendations and changes as necessary. We utilise state of the art software systems to make sure performance is being accurately assessed.
The clients we work with include GPs, NHS Consultants, Dentists, Solicitors, Accountants, Judges, Bankers, IT Consultants, Teachers and Small / Large Business Owners and Employees, both currently in work and retired.
Get In Touch
We offer an initial consultation free of charge which gives us the chance to meet and discuss your needs, with no obligation.
Financial Planning in Solihull
0121 693 7310
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based within the UK. Jerroms Financial Planning is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 300784. Registered in England and Wales under reference 4710626. Registered office address: Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, West Midlands B90 8AH.