Shaun Donnelly | Private Client

I asked Gemma for help to resolve a pension issue I was facing. She took the time to understand the problem, clearly explaining the paperwork that she needed and answering all my questions patiently and with consideration. Gemma not only resolved the issue, she also took the time to explain to me how I can optimise my future pensions contributions. I strongly recommend Gemma to anyone looking for pension advice.

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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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