Jerroms passes £100m milestone and receives national recognition

Solihull-based financial advisers Jerroms Financial Planning has passed a major asset management milestone.

The business has revealed that it now has £100 million assets under management.

The business has also been awarded Top Rated Adviser status by VouchedFor in the 2021 guide distributed in The Times.

Led by managing director, Gordon Symes, with over 30 years ' industry experience, Jerroms Financial Planning provides independent financial advice spanning retirement, investment, estate planning and wealth management services with a focus on delivering high quality advice and exceptional client experience.

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 accolade of Top Rated Adviser status is something we as a team are incredibly proud of and it is a testimony to the relationships we have nurtured with clients and our network of introducers over the years ”.

Part of the wider Jerroms Group located at the headquarters on Blythe Valley Park, Jerroms Financial Planning sits within a full spectrum of key financial services available to clients including tax planning, corporate finance, accountancy and business advice, mortgages and raising finance for strategic business growth.

With a portfolio of over 300 clients, including SME business owners from a range of sectors, their employees, high net worth individuals and families, the business is on an upward trajectory, surpassing the milestone of £100 million of assets under management.

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."

The business ' focus now turns to the future where they look to build upon their success to date, deepening relationships with strategic partnerships and their network of introducers including solicitors and accountants.

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."

Pictured (l-r): Nick Hathaway, Jamie Ellis and Gordon Symes of Jerroms