“It is a nice feeling when a client comes to you with a problem and you’re able to help them come up with a financial plan which will allow them to meet their goals and ultimately live a better life.”
- Locations
- Bath
Gemma is a financial plannerin our Bath office, working closely with a Senior Financial Planner to help with their complex client base.
She has a hybrid role, conducting the technical research, analysis and report writing as part of the behind-the-scenes paraplanning, as well as interacting with clients directly. This allows her to gain a better understanding of her clients’ needs. She loves the variety.
Gemma started her financial services career in admin roles at firms such as Novia Financial. In 2013 she moved to Centurion Wealth Management. She progressed from a Personal Assistant to a Paraplanner while there. In 2017 she joined Epoch Wealth Management, which was bought by RBC Brewin Dolphin in 2019. Gemma is a Member of the Personal Finance Society (a Chartered Insurance Institute society) and has her DipPFS. She is currently working towards their Advanced Diploma in Financial Planning.