Financial Planning

JERROMS ACCOUNTANTS & BUSINESS ADVISORS

Financial Planning

Part of the Jerroms Group, our sister company Jerroms Financial Planning has a wealth of experience providing specialist advice on a vast range of financial and investment planning services.

Whether you’re just starting on the road to building a pension fund, creating an investment portfolio or working through the options of drawing income after retirement, we can work with you. We advise businesses and individuals alike – and where we add real value is by working closely with your other professional advisers to ensure that our planning runs hand in hand with your long term aims and ambitions.

Our services include:

  • Retirement planning
  • Investment planning strategies
  • Succession and inheritance tax
  • Financial planning for employers – including complying with Auto
  • Enrolment
  • Protection for your family

Want to learn more?

Just get in touch with us on 0121 693 5000 and we’d be happy to meet you to talk about your future plans and how we can help.

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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.

Mortgage Brokers & Commercial Finance Advisors based in Solihull

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

0121 743 1644

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Jerroms Mortgage and Finance Limited.
Company number: 11459888.
Registered office is: Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, B90 8AH.
Authorised and regulated by the Financial Conduct Authority no. 829252

We are a credit broker not a lender. We work with lenders in the marketplace.
These lenders may pay us a commission and this amount varies between lenders.
Stratford Corporate Finance, Busiessfinancequote.com & Mortgages Together are trading styles of Jerroms Mortgage & Finance Limited  registered at Lumaneri House Blythe Gate, Blythe Valley Solihull West Midlands B90 8AH. Company Register number is 11459888. Jerroms Mortgage & Finance Limited is authorised and regulated by the Financial Conduct Authority. Our FCA registration number is 829252. You can check via www.register.fca.org. We are registered with the ICO No ZA521927 and you can check via www.ico.org.uk. We conduct both regulated and unregulated business and therefore not all products provided through us are regulated by the Financial Conduct Authority.

Financial Ombudsman Service, Exchange Tower, London, E14 9SR Website www.financial-ombudsman.org.uk 
Email This email address is being protected from spambots. You need JavaScript enabled to view it. - Phone 0800 023 4567 or 0300 123 9123