I have been working with my clients providing bespoke wealth management solutions since the late 90’s which has developed into providing true intergenerational advice to the children and parents of my original clients – it is lovely working with families of all generations!
Gemma has been named as a ‘Finalist’ in the national Professional Adviser ‘Women in Financial Advice Awards 2021’ in the 'Financial Adviser of the Year – South West' category. These awards celebrate the achievements of women working within the financial advice community and were open to women whose achievements and work within financial advice in the UK have helped enhance the sector or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model.
Click on the accreditations for more information
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.