About the Team
Gordon Symes DipPFS
Managing Director and authorised Independent Financial Adviser, Gordon has been involved in the world of Pensions & Investments since 1987 becoming an Independent Financial Adviser in September 2000.
Gordon likes to work closely with his clients to ensure all parties understand the objectives and goals and how these are being achieved, and he is always available for his clients to make contact by phone or email. With one married son and the other recently qualified as a Physiotherapist, Gordon is very much involved with his family and their development.
Interests include golf, racquetball, tennis and cycling with the occasional venture out on his windsurfer and even sailing when the opportunity presents itself.
Gordon is a keen follower of Solihull Moors and will be found in the sponsors lounge at most home games, he also visits the Hawthorns to support West Bromwich Albion from time to time.
Jamie Ellis DipPFS
Jamie's career in financial planning began in 2013 after he obtained his degree in Accountancy and Financial Management. He previously held support roles within a Wealth Management practice in Central Birmingham before moving on to Mattioli Woods PLC.
In November 2020, Jamie joined Jerroms Financial Planning, where he works alongside Gordon and the team to deliver the high-quality financial planning experience that clients and their families have come to expect.
Recently, he was honoured as one of the Top 35 under 35 Financial Advisers in the UK.
He enjoys spending time with his wife, Charlotte, their two boys, and their Goldendoodle, Buzz. He is also a West Bromwich Albion season ticket holder and a keen member of NextGen Planners, a community focused on supporting the profession in delivering great outcomes for clients.
Anna Hoctor
Anna joined us in 2019 as an administrator, embracing the financial services world with eagerness. She's relishing the challenge of mastering the systems, processes, and terminology unique to this industry.
Outside of work, Anna enjoys spending quality time with her husband, embarking on adventures together, and exploring new places, she also finds joy in the companionship of her two German shepherds, often taking them for leisurely walks. A keen reader, she can often be found engrossed in the pages of a thrilling novel.
Harry Lewis
Steve Prentice
Steve's career in financial services started in November 2015 working in the finance team at AFH Wealth Management before moving into the acquisitions department.
In May 2023 Steve joined Jerroms Financial Planning as part of the administration team learning the financial planning processes.
Steve has recently begun the financial planning exams to enable him to gain a greater understanding of the financial planning industry.
Outside of work Steve enjoys spending time with his 2 children, playing board and video games and is also a keen piano player, Steve is also an avid supporter of Liverpool Football Club, but we don't hold that against him.
Conor Lynch
Conor has over a decade of wealth management experience working with clients to meet their goals, specialising in SIPP and SSAS planning. He obtained the Diploma in Regulated Financial Planning in 2020 and is currently pursuing chartered status.
Outside of financial planning, Conor enjoys staying active through football and fitness challenges, with wedding planning currently taking up much of his spare time!
Get In Touch
We offer an initial consultation free of charge which gives us the chance to meet and discuss your needs, with no obligation.
Financial Planning in Solihull
0121 693 7310
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based within the UK. 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.