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. To complement this, our independent status means we can provide financial advice that is truly bespoke. Chartered firms must demonstrate that they possess the highest levels of technical knowledge through professional qualifications.
Chartered firms must demonstrate a commitment to the ongoing development of skills and knowledge. As with most things in life, the key to success is a little forward planning.
Chartered firms must demonstrate a commitment to the ongoing development of skills and knowledge. As with most things in life, the key to success is a little forward planning.
Services
Our investment philosophy
Report
First and foremost, we are Financial Planners; we'll understand your ambitions and aspirations, then develop a plan to achieve them. Investment management and the resulting returns are fundamental to the success of your plan. To put it another way, investment management powers your financial plan; the right fuel must be used.
Executives
Report
As a senior individual in a large company, finding time to organise your finances can be difficult. What's more, the financial challenges you face are likely complex and demanding. With your higher than average income, getting financially organised can be a daunting prospect, but it's an essential step to financial confidence; now and in the future.
Professionals
Report
As a busy professional, it can be difficult to simultaneously manage your work and family commitments; let alone organise your finances. You've dedicated huge efforts to build up your wealth over your working years. You may have specific goals that you're working towards; whether that's buying your dream home, funding your children's education or travelling the world.
Business owners
Report
The business owners we work with often tell us that they're ready to delegate. After years of being responsible for their business and family's financial success, they're looking for a trusted adviser and guide. As business owners ourselves, we understand the complexity of your role and what it means for your financial situation.
Retirees
Report
There comes a time in most people's lives when they start to think more seriously about retirement. Many of the people we work with have specific goals in mind for their retirement. It might be a holiday home, new hobbies, or simply more quality time spent with their nearest and dearest. They want time to relax and time to explore.
Reviews
Be the first to review Gem.
Write a Review
