Gemma's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 2 )
Pensions ( 9 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 10 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 4 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 7 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 4 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
First impression
by a VouchedFor user
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Please provide a brief comment about your experience with Gemma
Gemma is very personable and explains things in a very user friendly way. So far she's been exceedingly helpful and a pleasure to work with, thank you.
First impression
by a VouchedFor user
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Please provide a brief comment about your experience with Gemma
Gemma provided a professional and honest consultation.
Review
by a verified client in Devon
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to improve my financial situation and start planning for the future
How has Gemma Wood helped you?
She helped me set up income protection for my business, life insurance for me and my husband and general advice and support to build financial wealth.
Have you seen the outcome you were hoping for?
Yes!
What could they have done better?
nothing - Gemma is wonderful
First impression
by a VouchedFor user
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Please provide a brief comment about your experience with Gemma
It has been a pleasure having Gemma work with us to sort out our financial plans for our retirement, which can be daunting, but has been quite straight forward with Gemma.
First impression
by a VouchedFor user
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Please provide a brief comment about your experience with Gemma
Gemma has advised and supported me over the past couple of years with my financial planning, forecasting and savings. Her ability to deeply listen to what's challenging me and how I might overcome this has been life changing, and her guidance has empowered me to understand how to spend and enjoy my finances as well as nurture, save and grow it. Gemma is totally unique in the level of care and expertise that she offers, and I would highly recommend her services.