Gem & Co Financial Services LLP

Independent Financial Adviser Wimbledon Offices Ltd, Tuition House, 27-37 St. Georges Road, Greater London, London, SW19 4EU
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
12th November 2018
We deliver creative solutions for business owners, executives and professionals - specialising in Wealth Preservation, Wealth Accumulation, Pensions & Investments.
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
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
Meet our advisers
Elliott Swatton FPFS, BA(hons)
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Gareth Rees APFS CFPcm
Chartered Wealth Manager
Accreditations
Chartered Financial Planner Certified Financial Planner
What our clients say
Gareth takes the time to explain all the options very clearly and in layman's terms. If at any time I did not understand something or wanted clarification he always made it clear to me. Time was never an issue, he is extremely patient in this respect. I can say is that he handles all my requirements extremely efficiently and to my complete satisfaction.
Jeffrey, Surrey
I have found that Gareth has always provided, good , sensible, reliable advice. He responds promply and efficiently with any queries that I may have and I have no hesitation in contacting him when necessary. He understands my situation,is easy to talk to and I have complete trust and confidence in the advice he provides.
Sheila Burke, London
Elliott advised me in relation to my pension. He provided me with excellent advice about the change and demonstrated to me that the new pension arrangements would be for my benefit. He was up front about fees and also gave me some good advice about financial planning. I would thoroughly recommend Elliott and his team at Gem &Co. Friendly open service and always keeping me up to date with my plan. I can trust him to work for my benefit.
Patrick, London
Where to find us

Wimbledon Offices Ltd, Tuition House, 27-37 St. Georges Road, Greater London, London, SW19 4EU

Contact us
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 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. By getting 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 clarity.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£250,000
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: 27-37 St George's Road, Wimbledon, London SW19 4EU
GEM & Co Financial Services LLP is a Limited Liability Partnership
© GEM & Co Financial Services LLP 2014

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