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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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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