Sally-Anne Williamson | Reputation Management Consultant

Thanks to Gemma’s excellent financial knowledge – especially relating to tax – and by utilising her Cashflow Planning Service, I discovered I was able to retire four years early. Her expertise and friendly, sound advice meant I maximised my tax efficient saving opportunities by investing more into my pension straight from my consultancy company; the growth it made to the pot amazed me.

Securing your financial future is crucial and having someone you can trust to guide you along the way is invaluable. I now enjoy the luxury of flexible working – makes for a great work life balance.

I would highly recommend Gemma; she genuinely cares about securing your future.

Past performance is not indicative of future performance. The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

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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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