Gemma has been looking after a broad range of loyal clients including Trustees, Professionals, Entrepreneurs and Retirees for 15 years. She prides herself on building and maintaining long-term relationships with her clients to help them meet their financial goals throughout the different stages of their lives.

While Gemma provides a range of financial services to help clients preserve their wealth and assets, she specialises in looking after Trust assets and those approaching and in retirement. Empathising on individual client’s requirements and sometimes complex situations, she creates financial plans that are insightful, tax efficient, clear and simple to understand. Financial plans on how  to invest and manage clients assets whilst drawing an income, reducing taxes and preserving clients wealth. Plans that are both income and inheritance tax efficient, plans that give clients peace of mind that their money is being managed carefully.

Gemma heads up 3 teams at WWM; Trust, Estate Planning (inheritance tax), and the Later Life Team. The teams bring together best ideas and investment solutions for Trustees and Retirees.

Gemma is a fellow of the Personal Finance Society, the highest qualification a financial adviser can hold, and an affiliate of the Society of Trust and Estate Practitioners. In 2015, she received WATC’s Rising Star award for Investment Manager of the Year. This recognises individuals who are seen as having the potential to become a future leader in their industry and who strive for results.

Prior to joining Westminster Wealth Management, Gemma worked for a NGO in Cameroon. She is a keen sports woman and participates in a multitude of sports including water-skiing, wind-surfing, open water swimming, cycling, tennis and horse-riding. On her 'to do list' are trekking to the North Pole and rowing the Atlantic.