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Independent Financial Advisor

Sumer

Solihull, England, United Kingdom Other July 13, 2026

Found Description

Description

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 advisors 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...

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