Sally-Anne Rogers

 

Our Services

Gemma Darcy CeMAP, APFS

Director & Chartered Financial Planner delivering financial planning advice in a language everyone can understand.

Andy Harrington | Private Client

For me it was Gemma’s approach to giving advice that was so impressive. I’d found Gemma initially via her Instagram account, and she was then recommended by a friend. When we met in-person she instantly put me at my ease; I felt comfortable and relaxed as Gemma was...

Welcome to The Investor

Welcome to The Investor

30th Anniversary Edition Good advice – really good advice – has the power to change your life. Sometimes in momentous, memorable ways, and sometimes in quiet, gradual ways. We devote this issue of The Investor – our 120th – to the invaluable advice that’s passed on to...

Andy Harrington | Private Client

For me it was Gemma’s approach to giving advice that was so impressive. I’d found Gemma initially via her Instagram account, and she was then recommended by a friend. When we met in-person she instantly put me at my ease; I felt comfortable and relaxed as Gemma was...

read more

Welcome to The Investor

Good advice – really good advice – has the power to change your life. Sometimes in momentous, memorable ways, and sometimes in quiet, gradual ways. We devote this issue of The Investor – our 120th – to the invaluable advice that’s passed on to us from trusted sources throughout our lives.

read more

Andy Harrington | Private Client

For me it was Gemma’s approach to giving advice that was so impressive. I’d found Gemma initially via her Instagram account, and she was then recommended by a friend. When we met in-person she instantly put me at my ease; I felt comfortable and relaxed as Gemma was...

Imagine your future – Does NI pay for my State Pension?

Imagine your future – Does NI pay for my State Pension?

I wanted to explore the future of pension planning in the UK. Oh no, I hear you say, this is just because you’re in the business of selling pension plans. While of course this is true, I also feel strongly about sharing my expertise and knowledge to encourage younger people to take responsibility for their financial futures as soon as they’re able. And so this three-part series explains what the Government is responsible for today, along with their plans for the future, and what we can all do about ensuring we don’t need to work until the bitter end.

What being Chartered means to me

What being Chartered means to me

All Chartered Financial Planners need to satisfy rigorous criteria, but anyone who’s read my story knows my formal education was interrupted by having my son Josh at 18. Gaining chartertership was my way of proving to myself that I had the ability to go the full educational course.

Why I chose to follow Darcy Financial Planning Ltd’s pension advice

Why I chose to follow Darcy Financial Planning Ltd’s pension advice

A Client’s Story: “After discussing my options in detail with Gemma, I realised my current company pension, like most generic employer-provided Defined Benefit schemes, assume you will use your fund to buy an annuity and progressively de-risk your investments as you approach retirement. This is not necessarily appropriate if you have a mixture of pension pots or intend to use your investments on a draw-down basis, in which case a significant proportion of your pension remains invested for 20 years or more.”

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