Ming | Paediatric Ophthalmologic Surgeon

As a specialist surgeon, if I were unable to continue working in my specialty, I may be asked to retrain in another specialty or occupation. However, with the income protection recommended by Gemma, I would not be expected to do so.

She also personalised my finances and put some of my income into a private pension. With her guidance, my wife and I also invested in stocks and shares. We are now looking to invest more as we would like to save towards a deposit for our next home.

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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...

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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...

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