About the Team
Gordon Symes DipPFS
Managing Director and authorised Independent Financial Adviser, Gordon has been involved in the world of Pensions & Investments since 1987 becoming an Independent Financial Adviser in September 2000.
Gordon likes to work closely with his clients to ensure all parties understand the objectives and goals and how these are being achieved, and he is always available for his clients to make contact by phone or email. With one married son and the other recently qualified as a Physiotherapist, Gordon is very much involved with his family and their development.
Interests include golf, racquetball, tennis and cycling with the occasional venture out on his windsurfer and even sailing when the opportunity presents itself.
Gordon is a keen follower of Solihull Moors and will be found in the sponsors lounge at most home games, he also visits the Hawthorns to support West Bromwich Albion from time to time.
Julie Rackham
Julie is the Office Manager and began her career in Financial Services in 1992, with one of the big Scottish Pension Providers before joining a small firm of Independent Financial Advisers in 1994.
Julie has worked with Gordon since 2008 and they have developed an extremely successful understanding ensuring the client receives the best possible service. In addition to providing support to Gordon and his clients and to the other members of staff, Julie oversees the compliance, administration, research and back office systems.
Julie is a keen cyclist, runner and swimmer.
Nick Hathaway Chartered MCSI, DipPFS
Nick is an authorised Independent Financial Adviser having joined in December 2018 from stockbroker EFG Harris Allday.
He has 7 years' experience in investments and financial services, previously working as dealer trading UK & overseas equities, bonds, structured products and unit trusts.
Nick holds the Diploma in Regulated Financial Planning, the Level 4 Investment Advice Diploma and has a degree in English Literature from the University of Sheffield.
Nick enjoys all things cricket, watching West Bromwich Albion and playing football, having played tournaments in Miami and Geneva.
Anna Hoctor
Anna joined us in July 2019 as an administrator, the financial services world is new to Anna so is enjoying the challenge of learning the systems, processes and terminology.
Anna was married October 2018 and enjoys her holidays and spending time with her husband and walking her two German shepherds or relaxing reading a good thriller.
Jamie Ellis DipPFS
Jamie’s career in financial planning began in 2013 after obtaining his degree in Accountancy and Financial Management. He has previously held support roles with a small Wealth Management practise in Central-Birmingham before moving to Mattioli Woods PLC.
Jamie joined Jerroms Financial Planning in November 2020 and is working alongside Gordon and the team to deliver the quality financial planning experience that our clients and their families have come to expect.
He holds the Diploma In Financial Planning, and is now some way to achieving Chartered Status which is one of the highest accreditation's within our industry. He will be shortly be transitioning into an Advisory Role to put all he has learned into practice at the sharp end.
He enjoys time spent with his fiancé Charlotte and their son Joseph. He is also a West Bromwich Albion season ticket holder and a keen member of NextGen Planners, a community focused on supporting our profession in delivering great outcomes for clients.
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.