Independent Financial Advisor

Jerroms Financial Planning, part of the Sumer Group, is a well-established and growing directly authorised Independent Financial Advisory firm, managing more than £250 million of client assets and providing high-quality financial planning advice to individuals, families, business owners and SMEs.

 

We work closely with five Jerroms accountancy offices across the Midlands and a broader network of Sumer’s accounting firms throughout the UK.

 

These established professional relationships will provide you with regular client introductions and the opportunity to build long-term, trusted relationships with business owners, company directors and their families.

 

Our advisers benefit from a strong investment proposition, modern financial planning technology and experienced support from advisers, paraplanners and administrators. They also work alongside specialist departments across accountancy, tax, corporate...