Investment & Tax Planning
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.
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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