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
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.
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.
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.
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.
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 (6)
Andrew Moorhouse
Apr 29, 2021
Report
Positive: Professionalism, Quality, Responsiveness, Value
Have used Elliott at Gem & Co for quite a few years - such a nice guy and so helpful. He was very professional and knowledgeable and was always very generous with his time, even to just give advice. Thanks. Really grateful and can't recommend highly enough
Have used Elliott at Gem & Co for quite a few years - such a nice guy and so helpful. He was very professional and knowledgeable and was always very generous with his time, even to just give advice. Thanks. Really grateful and can't recommend highly enough
Tony Brown
Aug 04, 2020
Report
I have been with Gem & Co for 10+ years.
Within those years I have not had one single worry or problem.
They really are a brilliant financial advice and planning outfit
Elliott is a consummate professional and his team responsive and efficient.
The advice given and investments made have been sound and they have helped me achieve my targets for early retirement.
I cannot recommend the services of Gem & co more.
Within those years I have not had one single worry or problem.
They really are a brilliant financial advice and planning outfit
Elliott is a consummate professional and his team responsive and efficient.
The advice given and investments made have been sound and they have helped me achieve my targets for early retirement.
I cannot recommend the services of Gem & co more.
Chris Merrington
Aug 08, 2019
Report
Gem & co have been looking after my financial affairs since 2014. I chose them because they asked great provocative and challenging questions to make me think carefully about priorities, they listened carefully and felt they focused on my agenda and my future. Elliott professionalism meant we then asked him to look after my wife's financial affairs for the past couple of years. Before talking to Elliott I spoke to a couple of other FSAs. He was the best. Have an exploratory chat with Elliot and the team, you won't be disappointed.
Simon Lilly
Oct 12, 2018
Report
Helen Clark Bell
Jul 21, 2016
Report
Luca Picciano
Jun 19, 2013
Report
Over the past few years, Gem has helped me with both my Personal and Business financial planning. They made me feel comfortable and were very warm and welcoming which has helped me to achieve my aims that I set out at the start. Any problems that I had were dealt with by the team expertly, quickly and without any hassle. I thank the team at Gem and would definitely recommend their services to anyone needing Personal and/or Business Financial Advice.
