Private Client

Firstly, I would like to thank Gemma and her team for the first class service I received during the entire process of planning for my retirement. Gemma explained things to me in a way I understood and gave sound advice around planning ahead in terms of me actually retiring. This is obviously a big decision for anyone to make. Quite honestly, having Gemma and John go through everything with me on the Lifestyle Cashflow Plan, has made me feel a lot more at ease.

This advice is invaluable to me, and I now feel more confident in heading for retirement. I would highly recommend Gemma and her team to anyone looking for sound financial advice, along with financial planning for the future. Gemma is a true professional; she gives honest and friendly advice at all times. I just want to say a big thank you to Gemma!

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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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