Gareth Rees

I am an independent, Certified and Chartered Financial Planner working with people across Wimbledon and beyond. My career in financial services began over 30 years ago. I founded Gem & Co Financial Services in 1999. As a Chartered (CII) and Accredited (CISI) firm, we are leaders in our profession; we continually demonstrate our ability to provide advice and service of the highest standard. Over the years, I’ve developed specific expertise in working with people who fall under one or more of the following categories: • Professionals: I will ensure that your finances can cope with every eventuality and pave the way to your aspirations. • Executives: I will help you to feel confident that you’re making the most of today, without compromising your security in later life. • Business owners: I will comprehensively address and organise every aspect of your personal and business finances. • Retirees: I will ensure your pensions, savings and investments are appropriately structured to provide your ideal lifestyle. At Gem & Co, we’re passionate about standing out from the crowd. There are certain factors that differentiate me from other Financial Advisers: • Chartered: I am a Chartered Financial Planner. Chartered status is the ultimate symbol of professionalism; it represents the gold standard of technical knowledge, ongoing commitment and ethical conduct. • Financial planning: Unlike many Financial Advisers, I will never simply sell you a product and walk away. Instead, I will strategically plan for your successful financial future on an ongoing basis. • Accredited: As a member of an Accredited Financial Planning Firm (CISI), I have proven that I deliver a comprehensive financial planning service that helps clients achieve their life goals. If you would like to understand more about how financial planning can help solve your current financial concerns and improve your future, please get in touch. I’d be delighted to hear from you.