Gem & Co Financial Services Ltd
As Wimbledon’s leading firm of Chartered Financial Planners, we work closely with executives, professionals and retirees to deliver financial strategies to enable them to achieve their personal and family goals. Clients value our unique and straightforward approach to comprehensive financial planning where we listen, analyse and then create a bespoke financial plan focused entirely on what matters to them. We offer our clients a great value for money service and operate a no surprises fee-based philosophy so they know the cost of our service upfront. To find out more about how our company can help you please visit our website at email us at info@gemfs.co.uk or call us on 020 8543
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12
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- DW
Dean Wright
Operations Director · Operations
EmailPhone - ES
Elliott Swatton Financial Adviser
Independent Financial Adviser Ifa · Finance & Accounting
EmailPhone - EN
Emma Nolan
Client Services Administrator · Customer/Client Service
EmailPhone - HT
Hugo Trebels
Bookkeeper · Finance & Accounting
EmailPhone - CC
Colette Cook
retired · Other
EmailPhone - GR
Gareth Rees
Managing Director · General Business & Management
EmailPhone
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Top roles at Gem & Co Financial Services Ltd
9 distinct titles indexed · top 9 shown.
- 1admin-manager
- 1bookkeeper
- 1client services administrator
- 1independent financial adviser ifa
- 1manager
- 1managing director
- 1operations director
- 1partner
- 1retired
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