Andy Harrington | Private Client

For me it was Gemma’s approach to giving advice that was so impressive. I’d found Gemma initially via her Instagram account, and she was then recommended by a friend. When we met in-person she instantly put me at my ease; I felt comfortable and relaxed as Gemma was exactly as portrayed on her social media account. She’s real, relatable, practical and highly knowledgeable.

By simplifying the complex for me, it meant I could fully grasp my financial situation and able to make the decision to transfer my pension and invest with SJP. Appointing a financial adviser tends to be perceived as only for those who are wealthy. This just isn’t the case. It’s for anyone wanting to secure their future financial lifestyle and I highly recommend Gemma as someone who can guide them along the way.

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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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