0121 366 8422
Based in Solihull
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2019
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Gem and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 25 April 2025
Gem and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Gem has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gem has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 21 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
14
Qualifications Uploaded
Gem has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
14 qualification certificates available to view
Gem has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Gem has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Gem has provided information on their typical fees
Gem has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gem (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Gem
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gem (based on 5 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Gem and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 25 April 2025
Gem and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Gem has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gem has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 21 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
14
Qualifications Uploaded
Gem has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
14 qualification certificates available to view
Gem has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Gem has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Gem has provided information on their typical fees
Gem has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gem (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Gem
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gem (based on 5 first impressions)
A highly accomplished and successful Independent Whole of Market Financial Adviser with 18 years’ industry experience. Whether you are an individual or a business, I always strive to ensure you feel comfortable, confident and happy about your finances. I offer expert and bespoke financial advice leading to the creation and implementation of a financial plan, taking care of all paperwork in a simple and friendly way. My intention is to make the whole process easy for you and guide you to make positive decisions. Be in no doubt that your plan will change as life events take place and changes in the market place occur, however be assured that I will be there to adapt your financial plan to any and all changing circumstances and aspirations. Together we will: • Make sense of your money. • Simplify your plans. • Invest for your future.
£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 Gem's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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