Jerroms Financial Planning LTD

Reference number: 300784

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When jerroms.co.uk first appeared online, and whether it can receive email
  • What kind of line 0121 693 7310 is
  • Who else gives the postcode B90 8AH
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Other names (4)

If you were contacted under any of these names, it is this firm.

  • Mortgages Together Limited Former name
  • Planning Together Limited Former name
  • Mortgages Together Former trading name
  • Planning Together Former trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (8 permissions)
  • Acting as a CBTL advisor
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to transactions in investments
  • Providing Credit Information Services

Limits on what they may do

  • No actions to stabilise market price
    The firm must not act in any way to stabilise the market price of any investment.
  • No speculative foreign exchange dealings.
    The firm must not undertake a permitted activity in respect of speculative foreign exchange dealings.
  • No CORPORATE FIN. BUSINESS unless non-mainstream
    The firm must not carry on any CORPORATE FINANCE BUSINESS that is a REGULATED ACTIVITY unless it is a NON-MAINSTREAM REGULATED ACTIVITY.
  • Not to hold or control client assets
    The firm must not hold or control client assets.
  • Not to act as Broker Fund Adviser
    The firm must not operate as a BROKER FUND ADVISER

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
04710626
Company status
Active
Company type
Private limited company
Incorporated
25 March 2003 (23 years old)
Registered office
Lumaneri House Blythe Gate, Blythe Valley Park, Solihull, West Midlands, B90 8AD, United Kingdom
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Directors and company secretaries

Name Role Born Appointed Other companies
Richard Alan Horton Director Jan 1970 3 Nov 2011 24 other companies
Lucas Constantinos Markou Director Jan 1976 3 Nov 2011 16 other companies
Mark James Eden Director Aug 1963 3 Nov 2011 20 other companies
Gordon Kevin Symes Director Sep 1959 16 Jun 2014 5 other companies

Other companies run by these 4 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
39
closed down
12
are FCA-registered
2

In the full report: all 39 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 on the FCA register
  • The 16 companies these 4 directors run together
  • All 11 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 June 2023Full accountsNot audited

Net assets

£119k

−23% from £155k

Cash at bank

£230k

+11% from £207k

Employees (average)

6

Same as 6

Owed within a year

£124k

+77% from £70.0k

Assets and liabilities

In the full report: all 5 years of accounts

  • Every year from 2019 to 2023
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 04710626. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Jerroms Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (15) All events (38)

2023

21 November 2023

  • Gordon Kevin Symes stopped being the majority owner
  • Jerroms Business Solutions Holdings Limited became the majority owner (50–75% of shares)

Companies House

2019

17 October 2019

  • Changed its registered name from "Planning Together Limited"

FCA register

2017

6 March 2017

  • Changed its registered name from "Mortgages Together Limited"

FCA register

2016

6 April 2016

  • Gordon Kevin Symes became the majority owner (50–75% of shares)
  • Jerroms Solutions Limited became a part-owner (25–50% of shares)

Companies House

2014

7 May 2014

  • FCA imposed a requirement (No actions to stabilise market price)
  • FCA imposed a requirement (No CORPORATE FIN. BUSINESS unless non-mainstream)
  • FCA imposed a requirement (No speculative foreign exchange dealings.)
  • FCA imposed a requirement (Not to act as Broker Fund Adviser)
  • FCA imposed a requirement (Not to hold or control client assets)

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2004

31 October 2004

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2003

25 March 2003

  • Incorporated at Companies House

Companies House

In the full report: all 38 events

  • All 38 events in its history (15 shown here)
  • Every director appointment and resignation: 16
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Firms connected to Jerroms Financial Planning

Other FCA-listed firms that share a director, phone number or address with Jerroms Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
5
share a director
2
share its postcode
4

In the full report: all 5 connected firms, named

  • How each is linked: shared directors (2), the same postcode (4)
  • Who links each one: the named directors, with dates
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Firms like Jerroms Financial Planning

Other firms of the same type (pension transfer adviser), nearest first.

In the Birmingham (B) postcode area

Masterplan Financial LtdSutton ColdfieldAuthorisedSME Financial Services LtdBirminghamAppointed representativeSouthcote Financial LtdBirminghamAppointed representativeTaylored Financial Advice LimitedTamworthAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Jerroms Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 39 other companies its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 38 events in its history
  • 5 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Jerroms Financial Planning LTD FCA authorised?
Yes, Jerroms Financial Planning LTD (FRN 300784) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2004 and works as a pension transfer adviser. The FCA has placed 5 limits on what it may do.
What is Jerroms Financial Planning’s phone number and website?
The FCA register lists the phone number 0121 693 7310 and the website jerroms.co.uk for Jerroms Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Jerroms Financial Planning a scam or clone?
Jerroms Financial Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Jerroms Financial Planning?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Jerroms Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Jerroms Financial Planning?
Jerroms Financial Planning is owned by Jerroms Business Solutions Holdings Limited, which holds 50–75% of shares and 50–75% of votes, since 21 November 2023. Before that, it was controlled by Mr Gordon Kevin Symes.
Who runs Jerroms Financial Planning?
Companies House lists 4 directors of Jerroms Financial Planning: Richard Alan Horton, Lucas Constantinos Markou, Mark James Eden and Gordon Kevin Symes.
How long has Jerroms Financial Planning been in business?
The company was formed on 25 March 2003, and has held its current FCA authorisation since October 2004.
What do Jerroms Financial Planning’s latest accounts show?
Its latest accounts, to 30 June 2023, show net assets of £119k (−23% from £155k) and cash at bank of £230k (+11% from £207k).
Does Jerroms Financial Planning use any other names?
It has previously used 4 other names, including Mortgages Together Limited, Planning Together Limited and Mortgages Together.

Sources and links

The full report on Jerroms Financial Planning LTD

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