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 person behind the imagery and information.

Gemma’s first visit to our home put me at my ease. She’s very knowledgeable with a good balance of informality and professionalism and I felt confident she knew what she was doing. Rather than tell you what you want to hear, Gemma tells you what you need to hear, which is exactly what I was looking for and both Gemma and her team are always quick to respond when you have a query; nothing is too much trouble.

I wouldn’t hesitate to recommend Gemma. She is what her online sites depict – genuine with an honest approach – not at all salesy as with other advisers I’d met who always felt disingenuous and left me feeling a bit cold. Corporate websites showing everybody’s perfect life with stock images doesn’t feel real and I find them off putting. Gemma’s was definitely different!

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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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John Fielding | Company Director

When it came to planning our financial future, we needed to find an adviser we felt we could have a meaningful relationship with; ensuring you have enough money in retirement is so important. When you find someone like Gemma who you can trust and respect, the rest is...

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