Leasa Doran | Broadcast Trading Executive, Manchester

I would recommend Gemma; she has been a pleasure to deal with. She immediately understood my financial priorities, has consolidated my investments and I have already benefited from her services by receiving 20% tax relief. She understands my financial goals and has given me greater security to pass on my money to my daughters without them paying inheritance tax. She is efficient and puts things into a language I understand.

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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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