Gemma Williams

What were the circumstances that caused you to initially look for an adviser?

To plan for my current circumstances & for retirement.

How has Gemma Williams helped you?

Gemma enabled me to set out the strategy for what I needed to do to prepare for & plan my retirement.

Have you seen the outcome you were hoping for?

It certainly ly looks like I am going to.

What could they have done better?

For me, Gemma's analyses & advice have all been spot on

Please provide a brief comment about your experience with Gemma

How has Gemma Williams helped you?

Numbers and finance confuse me. Explanations from Gemma make sense. After going through a difficult time in my life for the first time I feel in control all thanks to Gemma. Might seem like a lot of money at first but it really is money well spent. One fee, no hidden extras, no extra expense if you make a phone call. Gemma is professional and kind. I wouldn't have survived without her. Gemma thank you.

What could they have done better?

Nothing.

How has Gemma Williams helped you?

Gemma is very approachable and explains things clearly. Both the short and long term risks and implications of decisions are clearly explained. I am very pleased with the results so far and feel much more financially secure as a result of Gemma's advice.

How has Gemma Williams helped you?

Gemma's patient and attentive manner has been a great help to me during what has been a difficult time and I have worked with her for a number of years now. She takes time to make sure I understand complex financial matters and always relates this back to the bigger picture. Gemma's passion for her work is very evident and I would have no hesitation in referring her to anyone that seeks financial advice.

What could they have done better?

Nothing. I am very happy with her service and that of her team.