If you are looking for an independent financial advisor, look no further. Our financial planning arm comprises a team of knowledgeable finance experts to help you maximise your assets and wealth management.

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Jerroms Financial Planning is run by Gordon Symes, who has worked within the financial services industry since the late 80s. Gordon has been offering independent financial advice in Birmingham since 2000 and is currently based in Solihull.

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Gordon’s team of independent financial advisors cater for the needs of individuals and small businesses, advising them on how best to invest and draw income, depending on the stage of their personal or work life.

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We offer a comprehensive suite of services designed to help our clients plan for their financial well-being and peace of mind.

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With investment & tax planning services, we help clients to steer the complexities of the current financial market, as well as tax regulations. This ensures they are well informed when making investment decisions and are tax-efficient when completing their returns.

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For businesses, we offer financial planning for employers, focusing on workplace pensions and key person and share holder protection insurance, supporting your businesses stability and growth.

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Our Family Protection service allows our experts to work with our clients to receive the policy that is right for them, and that they completely understand the terms of their insurance policy.

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Whether you're an individual or a business, Jerroms Financial Planning are dedicated to providing personalised, strategic advice to help you achieve your financial goals.

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We Build Wealth for Retirement with Our Expert Pension Advisors‍

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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 investments – our team of financial and pension advisors will make sure you are aware of the most competitive products to maximise your returns and minimise your tax liabilities.

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Comprehensive Financial Planning Solution

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We work closely with Jerroms Accountants and Jerroms Mortgage & Finance to offer a bespoke financial planning solution from a local network of recommended and trusted experts. We’re committed to finding the right investment or pension for you, no matter how simple or complicated your financial circumstances.

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Our specialist team of FCA-Regulated investment, wealth and pension advisors are on hand to set you up for a more lucrative financial future.

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