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
24th June 2019
We’re Chartered and Accredited Financial Planners helping business owners, executives, professionals and retirees to achieve their lifestyle goals.
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 Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
What our clients say
We have been delighted with our service from Gem & Co Financial Services. They helped us take an idea, a set of aspirations and our future goals and map them out in a plan for us to review. I would happily recommend them as it is rare to find companies like this that are willing to give you detailed information as well as good sound financial advice.
Helen and David, Wimbledon
Gem & Co have provided a lot of good financial advice since I have been a client. At the age of 40, I had no pension to speak of, but over the 10 years I have been a client I have managed to get this back on track through regular savings and Gem & Co's advice. I now have more choices financially as a result.
Julia, Wimbledon
Gem & Co have helped us successfully achieve some of our important family goals by supporting the transaction processes and giving us the confidence to make decisions, enhancing our lifestyle.
Frank, Wimbledon
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, 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

Make an enquiry
About us

As with most things in life, the key to success is a little forward planning.

That’s exactly what we do: we help you plan for a successful financial future.

Since 1999, we have been providing independent financial planning services to clients in our local Wimbledon area and beyond.

As a Chartered (CII) and Accredited (CISI) firm, we are leaders in our profession; we continually demonstrate our ability to provide advice and service of the highest standard.

Over the years, we’ve developed specific expertise in working with people who fall under one or more of the following categories:

• Professionals: We’ll ensure that your finances can cope with every eventuality and pave the way to your aspirations.

• Executives: We’ll help you to feel confident that you’re making the most of today, without compromising your security in later life.

• Business owners: We will comprehensively address and organise every aspect of your personal and business finances.

• Retirees: We’ll ensure your pensions, savings and investments are appropriately structured to provide your ideal lifestyle.

Our services

We’re passionate about standing out from the crowd. There are certain factors that make us different from other Financial Advisers:

• We’re Chartered: Chartered status is the ultimate symbol of professionalism. It represents the gold standard of technical knowledge, ongoing commitment and ethical conduct.

• We’re Financial Planners: We will never simply sell you a product and walk away. Instead, we strategically plan for your successful financial future on an ongoing basis.

• We’re Accredited: As an Accredited Financial Planning Firm (CISI), we have proven that we deliver a comprehensive financial planning service that helps clients achieve their life goals.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
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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