Finance Brokers, Mortgage Lenders

Jerroms Financial Planning

Jerroms Financial Planning is a financial services company based in Solihull, England. They specialize in providing finance brokerage services and mortgage lending solutions to their clients. With a team of experienced professionals, Jerroms Financial Planning is committed to delivering top-notch financial services that meet the unique needs of each client. Their goal is to help individuals and businesses achieve their financial objectives through personalized advice and tailored solutions.

Introduction to Jerroms Financial Planning

Jerroms Financial Planning is a financial services company located in Solihull, England. The company was founded with a mission to provide clients with expert financial advice and planning to help them achieve their financial goals. What sets Jerroms Financial Planning apart from other companies in the industry is their personalized approach to each client's unique financial situation.

Services & products

Jerroms Financial Planning offers a range of financial services, including finance brokering, mortgage lending, and other financial planning services. Clients can work with experienced financial advisors to develop a personalized financial plan that meets their unique needs and goals.

Location

Jerroms Financial Planning is located in Lumaneri House in Solihull, United Kingdom. The area is known for its vibrant business community, and clients can expect to find a variety of businesses in the surrounding area. The company is easily accessible by public transportation, with the Solihull train station, Solihull bus station, and Solihull Parkway train station all within 3 miles of the office.

Benefits

Clients who choose Jerroms Financial Planning can benefit from the company's expert financial advice and personalized approach to financial planning. The company's experienced advisors work closely with each client to develop a customized plan that addresses their specific financial needs and goals.

Good to know

Clients should be aware that Jerroms Financial Planning is committed to providing unbiased financial advice and does not receive commissions for recommending specific financial products or services. This means that clients can trust that the advice they receive is in their best interest.

Reviews

Customers have consistently praised Jerroms Financial Planning for the personalized approach and expert advice provided by their financial advisors. Clients appreciate the company's commitment to providing unbiased advice and its focus on developing customized financial plans that meet their unique needs and goals.

Amenities

computer
internet access
meeting room
private office
financial advice
investment advice
insurance advice
tax advice
financial planning
investment planning
insurance planning
tax planning
loan
mortgage
refinancing
credit score
interest rate
pre-approval
down payment
closing costs
escrow
title insurance
appraisal
lock-in period
prepayment penalty
private mortgage insurance

FAQ

What types of mortgages do you offer and what are their rates?

We offer a range of mortgages including fixed-rate, tracker, and offset mortgages. Our rates vary depending on the type of mortgage and individual circumstances. We can provide a personalized quote after assessing your financial situation.

What are the eligibility criteria and application process for the mortgage?

To be eligible for a mortgage with us, you must be over 18 years old and a UK resident. You must also have a good credit score and a stable income. The application process involves filling out an application form, providing documentation such as pay slips and bank statements, and undergoing a credit check.

What is the timeline for processing the mortgage application?

The timeline for processing a mortgage application can vary depending on individual circumstances. On average, it takes around 2-4 weeks for us to process an application. However, this can be longer if there are any complications or delays in obtaining necessary documentation.

What are the fees associated with the mortgage and how are they calculated?

There are several fees associated with a mortgage including arrangement fees, valuation fees, and legal fees. The exact fees and how they are calculated depend on the type of mortgage and individual circumstances. We will provide a breakdown of all fees associated with your mortgage during the application process.

How do you ensure transparency and compliance in your financial dealings with clients?

We are committed to ensuring transparency and compliance in all our financial dealings with clients. We adhere to strict regulations set by the Financial Conduct Authority and ensure that all our advisers are fully qualified and trained. We provide clear and concise information about our products and services, and ensure that our clients fully understand the terms and conditions of any financial agreement before proceeding.