Why Us

JERROMS FINANCIAL PLANNING

Why use Jerroms Financial Planning?

There are many reasons our clients come back to us time and time again, and recommend us to their friends, family and colleagues and these include the following:

Experience

Managing Director Gordon Symes has worked in the financial services industry since 1987 and has worked as an Independent Financial Advisor since 2000.

There really is no substitute for experience - it’s enabled us to develop our offerings to match our clients expectations, using the most advanced profiling and risk tools, even in the most testing market conditions.

Success

We work in a tangible industry, with clear and measurable outcomes, and we’re proud of our very impressive track record. There’s a lot of science that goes on behind the scenes, from analysing risk to calculating alternative outcomes, but we have the knowledge and skills to be able to do this incredibly well. 

Service

We’re always on hand to talk to our clients, to answer any questions they may have. It’s really important to us that our clients are always completely clear on where their money is, how it’s been invested and what their objectives are. We’re friendly and professional and always completely approachable, responding quickly to our clients’ changing needs.

Transparency

We’re completely open and honest about how we earn our fees. We charge up to 2% of the amount invested as an upfront fee, the amount will depend upon the complexity of the work being undertaken, with up to 0.75% per annum as a servicing charge thereafter. Prospective clients are always offered a no-obligation meeting with no charge to discuss how we can help them achieve their objectives.

Communication

We believe the key to our success is taking complicated scenarios and communicating them clearly and concisely in plain English. We enjoy the challenge of solving problems and thinking outside the box, coming up with bespoke solutions to meet clients’ objectives.

Got a Question?

Ask us using the form below.

We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with our advisers and members of staff.
Email communications are not secure and for this reason Jerroms Financial Planning Ltd cannot guarantee the security of the email, its content or remains virus free once sent.

For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please refer to our Privacy Policy.

Testimonials

  • "My wife and I have used the services of Jerroms Financial for a number of years now and have always been impressed by the level of professionalism and competence that we have experienced. The people involved have proven to be helpful, easy to deal with and trustworthy beyond reproach. We would wholeheartedly recommend Jerroms Financial to anyone in need of intelligent and informed advice in respect if their financial investments."

    Sean Love
  • "This company has handled my affairs and given complete satisfaction, providing personal service and explaining financial matters relating to investment which get more complicated as the years pass by"

    Russell Luckock
  • "We have been working with Gordon Symes and his team for many years. Gordon was introduced to us as a sound advisor on pension matters. Our previous advisor had left us in a complete mess. Paying high fees for poor investment decisions. Gordon helped to correct this. Now we have a clear plan, a growing fund and some certainty about our retirement finances."

    Steven Hanson

Get In Touch

Please get in touch if you want to talk more about how we can help you.
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

Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, B90 8AH

0121 693 7310

Reviews and Ratings for Financial adviser Gordon Symes, Birmingham

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.