Gem & Co Financial Services LLP

Independent Financial Adviser  193a Kingston Road, Wimbledon, London, SW19 1LH
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FCA authorised
Last authorised 3rd May 2021
We deliver creative solutions for business owners, executives and professionals - specialising in Wealth Preservation, Wealth Accumulation, Pensions, Investments, Tax Planning.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
MR Elliott Swatton FPFS, BA(hons)
Chartered Financial Planner
MR Gareth Rees APFS CFPcm
Chartered Financial Planner
About us

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.

We provide an initial meeting at our offices which is at our expense.

Our services

We keep things simple and apply some common sense. We're creative thinkers.

Our 'List of Interesting Questions' provides an opportunity to talk and connect, and to understand your plans for the future. If we get the strategy right, decision making at the latter stages becomes easier; for example, selecting the right investment approach and tax structures. If your situation feels a little unusual or complex we can help you regain some clarity.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

193a Kingston Road, Wimbledon, Wimbledon, London, SW19 1LH

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