Verified email-pattern data for Jerroms Financial Planning is currently limited. You can still use the company insights and contact sections below.
There are many reasons our clients come back to us time and time again, and recommend us to their friends, family and colleagues and these include the following:
Experience
Managing Director Gordon Symes has worked in the financial services industry since 1987 and has worked as an Independent Financial Advisor since 2000.
There really is no substitute for experience - it’s enabled us to develop our offerings to match our clients expectations, using the most advanced profiling and risk tools, even in the most testing market conditions.
Success
We work in a tangible industry, with clear and measurable outcomes, and we’re proud of our very impressive track record. There’s a lot of science that goes on behind the scenes, from analysing risk to calculating alternative outcomes, but we have the knowledge and skills to be able to do this incredibly well.
Service
We’re always on hand to talk to our clients, to answer any questions they may have. It’s really important to us that our clients are always completely clear on where their money is, how it’s been invested and what their objectives are. We’re friendly and professional and always completely approachable, responding quickly to our clients’ changing needs.
Transparency
We’re completely open and honest about how we earn our fees. We charge up to 2% of the amount invested as an upfront fee, the amount will depend upon the complexity of the work being undertaken, with up to 0.75% per annum as a servicing charge thereafter. Prospective clients are always offered a no-obligation meeting with no charge to discuss how we can help them achieve their objectives.
Communication
We believe the key to our success is taking complicated scenarios and communicating them clearly and concisely in plain English. We enjoy the challenge of solving problems and thinking outside the box, coming up with bespoke solutions to meet clients’ objectives.
Company Details
- Employees
- 7
- Address
- Lumaneri House, Blythe Gate, Shirley,solihull B90 8ah,united Kingdom
- Industry
- Financial Services
- Website
- mortgagestogether.co.uk
- Keywords
- Residential Services, Buy To Let Services, Commercial Services, Loan Protection & Insurance, Retirement Planning, Investment Planning, Planning for Employers, Family Protection.
- HQ
- Shirley, Solihull
Jerroms Financial Planning Questions
Jerroms Financial Planning's website is mortgagestogether.co.uk
Jerroms Financial Planning's LinkedIn profile is https://uk.linkedin.com/company/jerromsfinancialplanning
Jerroms Financial Planning has
7 employees.
View email and phone details for 7
employees at Jerroms Financial Planning.
Jerroms Financial Planning's industry is
Financial Services
Jerroms Financial Planning's top competitors are
Hayward Wright,
Genial Pymes,
Mor Creativo,
Jerroms Corporate Finance, Part Of The Sumer Group,
Lucent Financial Planning,
Durham University Sustainable Finance Society,
Durham Wealth Management Society,
Fairfield Enterprise,
Relato Café,
Evelyn Partners.
Jerroms Financial Planning's categories are Financial Services
Explore related pages
Related company profiles:
Top Jerroms Financial Planning Employees
-
Steven Prentice
Experienced Administrator
Redditch, England, United Kingdom, United Kingdom -
Kevin Tse APFS
Chartered Financial Planner At Jerroms…
Solihull, England, United Kingdom, United Kingdom -
Nicola Witts
At
West Midlands, England, United Kingdom, United Kingdom -
Free Chrome Extension
Find emails, phones & company data instantly
Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Aero Online
Your AI prospecting assistant
Select data to include:
Total price:
$0.00
0 records × $0.02 per record
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 10 free credits.
Search the #1 Contact Database
Get contact details of over 750M+ profiles across 60M companies – all with industry-leading accuracy. Sales Navigator and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.