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 retire a year earlier than we thought!

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Jon Overton | Private Client

I’d been looking for a financial adviser to help me with my pensions for a long time. The fact that Gemma’s business Facebook depicted her as being very human and approachable was appealing and her website biography felt unique, personalised – that there was a real...

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Mark Wilson | Head of Service UK & Ireland, GE Vernona

I initially approached Gemma as I was looking for help with cashflow planning, along with advice and guidance as to when I could hope to retire. I was immediately put at ease, as she explored what it was I wanted to achieve, explaining what she could, and couldn’t do....

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