Retirement Planning
Pensions are complicated - knowing how much to invest, where to invest, when to invest. You have to be able to think both short-term and long-term – to balance the needs of the individual’s immediate financial commitments with what they may need in the future, and what they would like to pass on to their family members.
And day-to-day most of our clients are juggling work, family and personal commitments, they don’t have the time – or inclination - to sit and think through their retirement options.
That’s where we come in. As independent financial advisers, we have been working in the financial services industry for more than thirty years and there’s nothing we don’t know about pensions. We pride ourselves on taking complex scenarios and turning them into extremely understandable plain English.
Daphne Hemingway
Daphne has more than 27 years experience of specialist VAT litigation and dispute resolution skills.
She has an excellent success rate based on her thorough assessment of the cases. Other accountancy firms also refer their clients for these specialised services. VAT and property transactions are another specialist area for Daphne. A thorough understanding of land law, Daphne advises both property developers and house builders on means of saving VAT on transactions. She also works with law firms and provides bespoke, tailored training.
Jerroms Mortgage & Finance Ltd is registered in England and Wales. Registered number 11459888. Registered Office address as above. Authorised and regulated by the Financial Conduct Authority (reference number: 829252). Mortgages Together, Stratford Corporate Finance and Business Finance Quote are trading names of Jerroms Mortgage & Finance Ltd. VAT No. 326 4715 04.
Jerroms Financial Planning is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 300784. Registered in England and Wales under reference 4710626. Registered office address: Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, West Midlands B90 8AH.
Client Directors of the firm are not directors of Jerroms and are not subject to the obligations and responsibilities of directors within Part 10 of the Companies Act 2006.
Jerroms is a trading style of both Jerroms Business Solutions Limited (08923059) and Jerroms GCN Limited (08433008). Registered Office for each of these Companies is: Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, West Midlands, B90 8AH. A list of directors is open for inspection at the Registered Office.
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