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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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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