About the Team

Jamie's career in financial planning began in 2013 after he obtained his degree in Accountancy and Financial Management. He previously held support roles within a Wealth Management practice in Central Birmingham before moving on to Mattioli Woods PLC.

In November 2020, Jamie joined Jerroms Financial Planning, where he works alongside Gordon and the team to deliver the high-quality financial planning experience that clients and their families have come to expect.

Recently, he was honoured as one of the Top 35 under 35 Financial Advisers in the UK.

He enjoys spending time with his wife, Charlotte, their two boys, and their Goldendoodle, Buzz. He is also a West Bromwich Albion season ticket holder and a keen member of NextGen Planners, a community focused on supporting the profession in delivering great outcomes for clients.

Edward is a fully qualified UK-regulated financial adviser with over seven years of experience in both national financial planning firms and boutique specialists.

He graduated from the London Institute of Banking and Finance (LIBF) in 2016 and holds several qualifications, including a CII DipPFS, a Certificate in Paraplanning, and a Level 7 Advanced qualification in Practical Investment Planning.

Outside of his professional life, Edward is an avid Aston Villa fan who enjoys traveling, playing golf, and seeking new adventures.

Harry joined Jerroms Financial Planning in August 2023 as a trainee advisor. With three and a half years experience in financial planning, he has already passed the R05 Protection exam and is currently studying for the R02 Investments exam.

Harry aspires to achieve full qualification as an independent financial adviser, aiming to provide comprehensive and personalised financial guidance to his clients.

Outside of work, Harry is a keen football player.

Antonnia is an experienced administrator who joined Jerroms in September 2024. With four years of expertise in pensions, Antonnia has developed a robust knowledge base that continues to expand.

She takes pride in helping clients navigate the complexities of retirement planning, managing pension schemes, client investments, and contributions, while ensuring regulatory compliance.

Antonnia works closely with advisers and stays informed on government policies and legislative changes, demonstrating her commitment to providing clients with the best possible guidance.

In her free time Antonnia enjoys indulging in fine dining, traveling, shopping, and working out at the gym.

After qualifying from university as a Physiotherapist, Francesca transitioned into the Financial Services Industry, where she has worked for the past 18 years.

Francesca has successfully completed her Chartered Insurance Institute exams in Pensions & Retirement Planning and Financial Protection, showcasing her commitment to continuous learning and professional development. Currently, she is working towards her AAT qualifications to further expand her expertise.

Outside of her professional life, Francesca is a busy mom to her young daughter and enjoys spending time with her beloved cocker spaniel, Minnie.

Michelle joined Jerroms Financial Planning in January 2025 as Office Administrator, bringing with her nine years of experience in Financial Services. Prior to this, she worked for nearly five years as a Credit Control Administrator at a Veterinary Centre and Referral Services.

Michelle holds a Higher Diploma in Administrative Procedures, which she achieved in 2001.

In her spare time, Michelle enjoys attending concerts, visiting the theatre, and spending weekends on retreats with family and friends.