0131 268 0409
Based in Edinburgh
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FCA Regulated
Gemma and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 27 March 2025
Gemma and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Gemma has not received any client reviews in the past 12 months
Gemma has not received any reviews in the last 12 months
Gemma has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 26 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Gemma has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Gemma has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Gemma has not yet added their fees to their profile
Fees not yet added
Gemma has not yet added their fees to their profile
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gemma (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Gemma
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gemma (based on 5 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Gemma and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 27 March 2025
Gemma and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Gemma has not received any client reviews in the past 12 months
Gemma has not received any reviews in the last 12 months
Gemma has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 26 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Gemma has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Gemma has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Gemma has not yet added their fees to their profile
Fees not yet added
Gemma has not yet added their fees to their profile
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gemma (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Gemma
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gemma (based on 5 first impressions)
My mission is to help you TAKE CONTROL of your FINANICIAL PLANNING. Yes, it’s possible! I want you to: ✅ FEEL COMFORTABLE chatting with me. I’m easy to talk to and a good listener: you won’t feel awkward talking to me about your finances. ✅ DREAM BIG about what you want for your money and your future self! I love getting stuck into the details of peoples finances from the fundamentals of budgeting to projecting how much you need in retirement and what steps you need to take to make it happen. We'll cover the fundamentals of life insurance to make sure you are protected from lifes unknowns and also get to grips with investing and making the most of your savings. I am a Chartered Financial Planner and feel passionate about my work with St. James’s Place due to their exceptional wealth management expertise which is central to my clients needs as well as industry-leading adviser support to make sure I can give the best advice possible. Using the resources of this excellent organisation puts me in the perfect position to provide you with exceptional financial planning services, with the aim of helping you feel in control of your finances so you can build your dream life in retirement. A BIT MORE ABOUT ME... I live in Edinburgh with my partner Andy and my 9-year-old daughter Amelie who loves animals and desperately wants a pet but I'm not so keen. My personal big dream for my own retirement is to be able to retire at 60 (maybe, it's a bit soon to know for sure) but I definitely want to spend at least a month living in Boston, my favourite city! FIND OUT MORE… … about me and Wood Wealth at www.woodwealth.co.uk or follow me on Instagram @wood_wealth_planning and connect with me via LinkedIn - https://www.linkedin.com/in/gemmawoodwealth/ You can start your planning now with a 60-minute, no-obligation chat: message me here or email gemma.wood@sjpp.co.uk. You can also book in directly via this Calendly link - https://calendly.com/gemma-wood-1/financialchat The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 19/08/2024
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Gemma's clients
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Clients' level of financial expertise
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