Colin Peters | Group Communications Director & Amy Peters | Paediatric Nurse

My wife and I discovered Gemma after requesting recommendations for a financial adviser on the Nantwich Facebook Group; her name came up so many times it was a no brainer.

Some people you feel are just wanting commission; it was obvious that Gemma took the time to get to know you and is looking to create long term relationships with her clients. She is extremely thorough, researching everything well beyond what was necessary, even messaging my accountant to keep him informed.

Gemma is always mindful of my busy schedule, fitting our appointments at a time to suit us both. I also appreciate Gemma understands how I like to communicate. If I have a query, I know I can WhatsApp her anytime, even late at night, and she’ll pick it up and respond in the morning.

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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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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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