Dr Janet McDonagh | Medical Doctor, Whaley Bridge

I am one of those medical doctors who can cope with medical complexity but not financial complexity. Gemma has been very patient with me, while all the time ensuring I fully understand the advice she has given me on the ever changing and confusing NHS pension scheme and helping me consolidate my investments as I prepare for retirement. I could not have navigated this myself and value her help and support very much.

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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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