Gem & Co Financial Services LLP

Independent Financial Adviser Tuition House, 27-37 St Georges Road, Wimbledon, London, SW19 4EU
FCA verified
15th July 2019
We deliver creative solutions for business owners, executives and professionals - specialising in Wealth Preservattion, Wealth Accumulation, Pensions, Investments & Tax Planning.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Flexible mortgages
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
Gareth Rees APFS CFPcm
Chartered FInancial Planner
Elliott Swatton FPFS, BA(hons)
Chartered Financial Planner
Where to find us

Tuition House, 27-37 St Georges Road, Wimbledon, London, SW19 4EU

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
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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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