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 person behind the imagery and information.

Gemma’s first visit to our home put me at my ease. She’s very knowledgeable with a good balance of informality and professionalism and I felt confident she knew what she was doing. Rather than tell you what you want to hear, Gemma tells you what you need to hear, which is exactly what I was looking for and both Gemma and her team are always quick to respond when you have a query; nothing is too much trouble.

I wouldn’t hesitate to recommend Gemma. She is what her online sites depict – genuine with an honest approach – not at all salesy as with other advisers I’d met who always felt disingenuous and left me feeling a bit cold. Corporate websites showing everybody’s perfect life with stock images doesn’t feel real and I find them off putting. Gemma’s was definitely different!

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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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