Professor Sarah O’Brien | Chief Nursing Officer, NHS & Martin O’Brien | Chartered Management Accountant/Finance Director

Experiencing Gemma’s Cashflow Planning Service and receiving our subsequent report was very valuable. It enabled us to make decisions about investment now that will ensure we have an adequate income to meet our planned future lifestyle.

I also commissioned an NHS Pension Report which was excellent. It really helped me understand how to navigate the Scheme and address some of the tax complexities (Annual and Lifetime Allowance charges). Gemma’s ongoing advice will be invaluable.

We would definitely recommend Gemma. She is very personable and professional. She was patient with our numerous questions; we never felt it was too much trouble to go back with questions and Gemma was always very quick to respond, making things easy to understand.

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Kakali Mitra | Consultant Interventional Radiologist/Clinical Director of Radiology

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...

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...

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...