As a specialist surgeon, if I were unable to continue working in my specialty, I may be asked to retrain in another specialty or occupation. However, with the income protection recommended by Gemma, I would not be expected to do so.
She also personalised my finances and put some of my income into a private pension. With her guidance, my wife and I also invested in stocks and shares. We are now looking to invest more as we would like to save towards a deposit for our next home.
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Client Story - In conversation with Kakali Mitra Kakali is an impressive lady, and we were delighted when she found the time to chat to us about her experience of appointing Gemma as her financial adviser back in 2021. “Although Gemma has only been helping to manage...
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...
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...