Investments

Discover Unique Investment Opportunities Beyond Traditional Savings Accounts

Are you tired of the poor interest rates on savings accounts and Cash ISAs? You're not alone.

More and more of our clients are seeking our financial advice to explore a range of investment options.

At Jerroms Financial Planning, we offer a wide range of investment products, some of which you might not have heard of. Our team will make recommendations based on your financial circumstances and goals.

 

Our investment options include:

Stocks and Shares ISAs

Investment Bonds

Unit Trusts and OEICs

Enterprise Investment Schemes

Venture Capital Trusts

 

If you would like to find out more information on newinvestment opportunities, contact us today: 0121 693 5000

Get in touch

Working closely with our colleagues at Jerroms Miller Specialist Tax .

We can help you explore how an Employee Ownership Trust could work for your company.

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