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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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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Mike and Louisa Swift | NHS Pension Service

The initial discussion with Gemma was very helpful and informative and provided a baseline on information to allow us to decide what further information we wanted to receive. We opted for four reports covering potential retirement at various ages and depending on...

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