Joseph & Georgina Lee | Programmatic Manager and Teacher, Blackpool and Leeds

As financially aware as you might believe yourselves to be, there will always be stones left unturned without professional advice. Thanks to Gemma, my family and our future prospects are more secure, and we trust the advice Gemma offers.

I’ve been happy to recommend Gemma to my closest friends because she goes above and beyond to make sure we are advised, timely and in full, and to make a difference.

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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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