Gem & Co Financial Services LLP

Independent Financial Adviser 193a Kingston Road, Wimbledon, Wimbledon, London, SW19 1LH
FCA verified
19th November 2018
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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
Meet our advisers
adviser-person
Gareth Rees APFS CFPcm
Chartered Financial Planner
adviser-person
Elliott Swatton FPFS, BA(hons)
Chartered Financial Planner
Where to find us

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

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.

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

GEM & Co Financial Services LLP is authorised and regulated by the Financial Conduct Authority. Registered in England & Wales OC331457.
Registered office: 193a Kingston Road, Wimbledon, London SW19 1LH.
GEM & Co Financial Services LLP is a Limited Liability Partnership
© GEM & Co Financial Services LLP 2014

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