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.
Colin Peters | Group Communications Director & Amy Peters | Paediatric Nurse
My wife and I discovered Gemma after requesting recommendations for a financial adviser on the Nantwich Facebook Group; her name came up so many times it was a no brainer. Some people you feel are just wanting commission; it was obvious that Gemma took the time to get...