Gemma Underwood

I’m a financial planner who helps people to achieve financial peace of mind. It’s important that I add value to your financial wellbeing. Not everyone wants or needs financial planning advice, so I usually focus on helping people at certain stages in life. They may be: 1. Wealth growers - I help working professionals and business owners to balance the lifestyle they want for their families today with the retirement they want to have in the future. 2. Approaching retirement - I advise those who are starting to think about retirement. Often in their 50s, the time has come to make important decisions about how and when they can afford to retire. 3. Retired people - I help retirees to enjoy their retirement and not worry about things such as long-term care or running out of money. 4. Employers - ARHDA Workplace works with businesses that want to provide their employees with valuable workplace benefits. We run their group private pension and other employee benefit schemes. We also provide one-to-one financial planning support to individuals. By focusing on your needs, I can harness my experience and expertise to provide you with expert guidance to help you achieve your financial goals. My clients recognise the value of having a reliable ‘go-to’ expert for their financial affairs. And I recognise our social responsibility to help people get the basics right and avoid costly mistakes. As financial planners, rather than advisers, it’s all about building relationships, not simply carrying out transactions. Discover the ARHDA difference: • We’re independent, which means we’re not tied to any providers • We have high standards; that’s why we’re Chartered • We’ve been around a long time and will be for many years to come • We’re big enough to manage all your needs, and small enough to care about them • We take away the worry If you want to achieve financial peace of mind, please do get in touch.