Dr Helen Rowley & Dr Samuel Naylor | Anaesthetists, NHS, London

Gemma is absolutely brilliant – we can’t praise her enough. Her approach is kind and caring and at no point did we feel patronised. We are both new to life insurance and were really impressed with her in-depth knowledge, feeling she went well beyond what was required by an adviser. Working for the NHS means we both have little time to manage our finances and while on maternity leave recently, they became even more complicated. Gemma simply informed and refined everything we were doing and we’re so grateful to her for giving us peace of mind.

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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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