Gemma Salmon | Private Client

We first met with Gemma at our home pre-Covid for an informal chat. I’d never discussed my finances with anyone, but she quickly made me feel comfortable and I felt supported through our following meetings and decisions. I lost my dad unexpectedly, which is one of the reasons I looked into life insurance and income protection. Her recommendations have made me feel really safe. Gemma clearly understands life changes and I always feel reassured when I speak to her.

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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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