Experiencing Gemma’s Cashflow Planning Service and receiving our subsequent report was very valuable. It enabled us to make decisions about investment now that will ensure we have an adequate income to meet our planned future lifestyle.
I also commissioned an NHS Pension Report which was excellent. It really helped me understand how to navigate the Scheme and address some of the tax complexities (Annual and Lifetime Allowance charges). Gemma’s ongoing advice will be invaluable.
We would definitely recommend Gemma. She is very personable and professional. She was patient with our numerous questions; we never felt it was too much trouble to go back with questions and Gemma was always very quick to respond, making things easy to understand.