Jonni Musgrave | Private Client

To be honest I was terrified to seek advice initially as anything to do with finance can be really daunting. But Gemma was great. She was super clear and made a complicated situation fully understandable. She’s especially good during the current economic situation helping us to live in the now as well as consider the future – she’s just a breath of fresh air!

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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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