With over 17 years experience in the financial services sector I have been providing comprehensive, personal and inter-generational advice to solicitors, doctors, private clients and small businesses. I also offer advice around pension planning, taxation and protection for those working within the NHS.
Working throughout the North West, my aim is to continue to build on my reputation as a trusted financial adviser and wealth management specialist, by maintaining the excellent, highly personalised service I offer my clients. I visit clients in the comfort of their own environment, whether that be at home or business premises.
Building successful, long-term relationships with my clients means I am able to regularly review and understand their individual needs in order to help them plan to achieve their future financial goals.
My expertise lies in helping my clients gain an in-depth understanding of their financial situation and constructing a more efficient and progressive financial plan to help achieve their future goals.
We offer an excellent wealth management service which will help you achieve your goals
I asked Gemma for help to resolve a pensions issue I was facing. Gemma took the time to understand the problem, clearly explaining the paperwork that she needed and answering all my questions patiently and with consideration. Gemma not only resolved the issue, she also took the time to explain to me...
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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.