Jerroms Financial Planning

07/04/2024

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15/09/2021

Today is Pension Awareness Day and we are urging individuals to re-evaluate their retirement provisions following the pandemic.

A recent study from Fidelity International found 32% of individuals don't think they will have enough money to enjoy, and 23% of workers made changes to their retirement plans because of COVID-19 in 2020.

Less than 12 months on, this has increased to 29% for all workers, and 33% of those aged over 55.

It is estimated 3.6 million Britons have no idea how much pension provision they have, risking paying more than they need to in fees and running the risk of their pension fund not being invested appropriately to provide the retirement they want.

We urge anyone who has been thinking about retirement planning to take advantage of our free retirement review.

It’s never too early or too late to start thinking about making sure you are on track for the financial future you want.

We will review your existing pension arrangements and consider consolidating where this makes financial sense. It can also help you control and understand how your pension funds are invested. You should love your pension – it's your money and your future – we can help put control of your retirement back in your hands.

To book your free financial planning discovery meeting please leave your contact details at https://jerromsfp.co.uk/contact-us and we shall be in touch, or call us directly on 0121 693 7310.

09/04/2021

The day is here!

We are delighted to feature in the 2021 Top Rated Financial Adviser Guide in Saturday's issue of The Times.

Be sure to pick up your copy this weekend!

03/11/2020

Delighted to be featured as one of VouchedFor's top-rated Financial Advisers which will be published next April in "The Times".

We are always grateful for feedback and reviews - it allows us to improve and ensure we are doing the best for our clients, and our excellent reviews have led to a number of new clients coming on board!

02/08/2020

Selling your business is a major decision with many elements to consider.

We recently appeared as expert panellists in a webinar
covering some of the key tax, legal and financial considerations which can help simplify the process.

If you would like to know more any of the financial planning opportunities mentioned, please do get in touch.

As a business owner, the decision to sell your business is possibly one of the biggest you will ever make. Whatever your reason, selling your business can pr...

04/05/2020

The government Job Retention Scheme allows employers to retain staff during these difficult times, with the government funding 80% of wage costs up to a maximum of £2,500 per month.

In recent weeks we have been advising a number of employers on how to calculate their furlough claim for their staff, as well as assisting with their ongoing auto enrolment pension obligations.

If you need guidance and support with the furlough scheme, or want to know how it impacts pension contributions, don't hesitate to get in touch.

28/04/2020

Most of our clients have holdings in the Liontrust Sustainable Future range of multi-asset funds within their investment and retirement portfolios.

One of Liontrust’s investment themes is healthcare innovation, particularly important during the global fight against the COVID-19 outbreak.

A number of the companies in which Liontrust have holdings are involved in developing treatments, testing and vaccines, so key in defeating the virus.

One such company is Roche, a Swiss healthcare company not only providing treatment and therapy options but also producing over 100 million antibody tests per month.

CSL is an Australian biotechnology company which is having a huge impact on the global fight against COVID-19 with its plasma treatment for critically ill patients, as well as being one of the leading developers in the research and development of a vaccine.

Other names heavily involved in the testing for COVID-19 include Thermo Fisher and IQVIA.

These are just four examples of the excellent and vital work that many of these companies are doing, and another reason why the Liontrust Sustainable Future funds are having such a positive impact on the future of our planet.

14/04/2020

In spite of the lockdown, it remains business as usual, and we continue to deliver a full service to our clients.

Although some of us are working from home, and we may not be able to have face to face meetings:

- We are here to take calls and discuss matters over the phone.
- We can contact you via telephone or video conference meetings if preferred.
- We are also available via our usual email addresses while working remotely and can provide valuations and respond to queries.

We have taken on a number of new clients in recent weeks and believe that now more than ever it is important to have a strong grasp of your financial circumstances.

If you or anyone you know could benefit from a discussion about their finances, please contact us above.