Colin Peters | Group Communications Director & Amy Peters | Paediatric Nurse

My wife and I discovered Gemma after requesting recommendations for a financial adviser on the Nantwich Facebook Group; her name came up so many times it was a no brainer.

Some people you feel are just wanting commission; it was obvious that Gemma took the time to get to know you and is looking to create long term relationships with her clients. She is extremely thorough, researching everything well beyond what was necessary, even messaging my accountant to keep him informed.

Gemma is always mindful of my busy schedule, fitting our appointments at a time to suit us both. I also appreciate Gemma understands how I like to communicate. If I have a query, I know I can WhatsApp her anytime, even late at night, and she’ll pick it up and respond in the morning.

Discover more feedback


Laura Tracey | Partner, Freeths LLP

Gemma carried out a joint review for me and my fiancé; she made a number of recommendations tailored to our own unique circumstances and has really put our mind at rest. Gemma is responsive, honest and professional but at the same time, incredibly personable and...

read more

Howard and Alison | Private Clients

The Visual Lifestyle Cashflow Plan did a great job of illustrating the potential of our pension pots. The meeting with John, Gemma’s Cashflow Manager, demonstrated to us that options we only considered as possibilities, are all now achievable and on top of that we can...

read more