About Gemma
I have 20 years of experience in the financial services profession.
I began my career at a local bank, and then transitioned to a firm as a trainee paraplanner in 2006. During my time there, I earned my Level 4 Diploma in Regulated Financial Planning.
One particular area of expertise includes trust and Inheritance Tax planning. I love helping clients create strategies to meet their specific financial needs and goals.
I enjoy working with a wide variety of clients, as each brings their own unique challenges and goals. Whether they’re saving for retirement or just planning to slow down and retire, every client has a different perspective and set of needs. This makes my work both interesting and rewarding.
Gemma outside of work
I’ve been married to my husband Justin for 14 years. We have two children and a lively French Bulldog.
As a family, we love discovering new places and dining at local restaurants.
In my spare time, I enjoy yoga, as well as going to comedy shows and music concerts with my husband.
