Why use Jerroms Financial Planning?
Our investment process
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.
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