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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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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