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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Jewels Chamberlain | Partner at DWF

I have had experience of working with Gemma for around 15 years. Gemma has been essential for me to understand how to plan financially for me and my family, all with clear explanations in an often confusing and difficult arena. I feel better financially equipped and...

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Victoria Horton | Private client

We first started working with Gemma around two years ago when we realised we needed some help and guidance with our financial planning. From the very beginning, her advice has been invaluable. She has taken the time to really understand not only our current...

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