Dr Catrin Barwick | Radiologist

Gemma has been my financial adviser for four years and always been very approachable, friendly and easy to talk to. Although I believe I’m financially savvy, all the recent changes to the NHS pension scheme means it’s been great to have an expert on hand to offer any insight needed. Gemma’s also been fantastic at putting up with my lack of tech expertise!

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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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