Solihull-based Jerroms Financial Planning passes £100 million milestone

Jerroms Financial Planning – photography[2]

Solihull-based Independent Financial Advisers Jerroms Financial Planning has just passed the milestone of £100 million of assets under management.

Led by managing director, Gordon Symes, who has more than 30 years’ industry experience, Jerroms Financial Planning provides independent financial advice spanning retirement, investment, estate planning and wealth management services.

Gordon said: “Our profession is complex and laden with jargon and legislation. I like to think we are extremely good at taking complex scenarios and creating solutions that successfully achieve the desired objective, explained in a way that is easily understood by our clients.

The financial adviser is part of the wider Jerroms Group located at the headquarters on Blythe Valley Park.

Gordon added: “We have built strong foundations with the recruitment of Nick Hathaway in 2018 who is Chartered with the CISI and has recently been awarded a prize for the highest overall grade in the region for his Diploma in Regulated Financial Planning – an incredible achievement.

“In November 2020, Jamie Ellis also joined the team with 8 years’ industry experience and is already on his way to achieving Chartered Status, becoming an adviser within the next few months”.

Gordon said: “With Nick now a fully-qualified adviser managing his own portfolio of clients, soon to be joined by Jamie, we are actively looking to develop the business further with our next generation of clients”.