Wimbledon's Leading Firm of Chartered Financial Planners

Welcome to a new team member

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This month we welcome Ron Mbakwe to the GEM & Co team. Ron joins as a Technical Manager after previously working as Paraplanner at deVere United Kingdom. Having graduated from the University of Kent with a BSc. (Hons) Actuarial Science degree, Ron has obtained his Diploma in Regulated Financial Planning and is on track to […]

Target Two Point Zero – The Bank of England Interest Rate Challenge

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On a slightly different note and with a view to helping local schools, if you have a minute to spare please can you complete the attached survey. It will help Wimbledon College & Ursuline High School’s Sixth Form team who have made it through to the London Final of The Bank of England Interest Rate Challenge. […]

Runner-up award for Service Excellence at the Merton Best Business Awards 2016

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GEM & Co were delighted to receive the runner-up award for Service Excellence at this year’s Merton Best Business awards ceremony held at the All England Lawn Tennis Club on 22nd September 2016. This is the third year in a row that GEM & Co has won one of these prestigious awards, winning the Customer Service Excellence […]

Thank you Sophie…

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We have had the pleasure of the lovely Sophie working with us for a two-week work experience placement. Sophie is an Ursuline High School student who has just completed her GCSEs and wanted to experience working in a financial services company. This is what she had to say about her two-week placement: “During the two weeks […]

The Winners of Wombledon Rounders, are we…

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On Friday 10th June, 12 teams congregated at Old Rutlishians Sports Ground for the annual Wombeldon Rounders event sponsored by Hartley Fowler LLP.  All teams boasted a mixture of ages; both male and female in what proved to be a fun and relaxing event which allowed businesses in Wimbledon the chance to compete against each […]

Charity events

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Congratulations to Mat on completing his charity run for The Royal Marsden hospital last weekend. Not only did he complete his 10k run in good time, he also smashed his fundraising target! Well done Mat! Hot on his heels, Elliott has also thrown himself forward for a challenge.  At the end of July, he will be […]

Running for a good cause…

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Mathavan our administration officer is busy training to run the Royal Marsden 10k London Run on 10 July 2016. Here we have attached a note that he’s written about this run and the reason for doing it. If you would like to help Mat raise money for this great cause please go to his justgiving […]

Budget 2016 Overview

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Introduction It was famously said that ‘all roads lead to Rome.’ In British politics, all speeches currently lead to the EU Referendum. George Osborne’s Budget speech, delivered on Wednesday March 16th, was no exception. More than ever, the Chancellor was seeking to balance politics and economics as he rose to speak. On the politics front, […]

A month of accolades!

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GEM & Co Financial Services wins Service Excellence at the Merton Best Business Awards Gem & Co Financial Services has been recognised as the number one business in Merton for service excellence. At a gala ceremony at the All England Lawn Tennis Club on 24th September, Gem & Co won the Merton Best Business Award […]

It’s a funny old game…

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On Sunday 24th August, Tooting and Mitcham United FC hosted the first ever Merton Business Group 7-a-side football competition and GEM & Co Financial Services were invited to take part. Gareth, Mat and Luca from GEM represented the company with the rest of the team of ten consisting of family members and friends including four […]