We are Wimbledon’s leading firm of
Chartered Financial Planners

Find out how we can help
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We’re Chartered, Accredited
& Independent

Our accreditations demonstrate our commitment to our clients and our craft.

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. To complement this, our independent status means we can provide financial advice that is truly bespoke.

CII Chartered Financial Planners logo CISI Accredited Financial Planning Firm logo
Learn more about our accreditations
Why should I choose a Chartered Firm?

Chartered firms must demonstrate that they possess the highest levels of technical knowledge through professional qualifications.

Chartered firms must demonstrate a commitment to the ongoing development of skills and knowledge.

Chartered firms must demonstrate an adherence to ethical conduct.

We’re Financial Planners;
here to help

As with most things in life, the key to success is a little forward planning. That’s exactly what we do: we’re strategic Financial Planners, helping you plan for a successful financial future. Through the financial planning process, we’ll help you to:

  • Get your finances organised
  • Invest soundly and make use of smarter strategies
  • Achieve your financial and life goals
Meet the team
The Gem & Co Fiancial Services Team

Don't just take our word for it

“I have been very happy with Gem, their financial advice, guidance and personal touch. They also use very sophisticated computer tools to plan financial progress and provide sound investment advice. I would have no hesitation in recommending their services.”

Roger, Epsom, Surrey, a client since 2012

“Gem have given excellent financial advice with regard to our long-term visions. As a result, we are in a much stronger position than we were and have a better understanding of how the future will look.”

Andrew, Wimbledon, London, a client since 2015

“The team at Gem & Co are friendly and professional. My financial plans are tailored to meet my current needs and future goals, and I feel secure in the knowledge that my finances are in good hands. A company I highly recommend.”

Wendy, Wimbledon, London, a client since 2010

“We have been delighted with our service from Gem & Co. They helped us take an idea and a set of goals, then map them out in a plan. We have been very pleased with our progress reports and the projections that they have illustrated for us. I would happily recommend them. It is rare to find companies like this that are willing to give you detailed information as well as sound financial advice.”

Helen and David, Wimbledon, London, clients since 2016

“Elliott takes time to understand us - what's important to us and how we want to live our lives both now and in the future. He has questioned and challenged us about some of our financial decisions and caused us to rethink and revise them! I trust him and have confidence that he gives us sound advice and is managing our money to enable us to have the retirement we want in the future.”

Carol, Walton-on-Thames, Surrey, a client since 2017

“I have been a client of Gem for several years now and have been extremely happy with the level of financial advice provided. Moreover, I am always treated with great respect, courtesy and care and feel as though I am a person, not just a number.”

Karine, Putney, London, a client since 2015

“I have been a client of Gem for nearly ten years and have always found the service to be professional, friendly, and competent. I would not hesitate to recommend their service.”

Sheila, Kent, a client since 2009

“I would not hesitate to recommend Gem to friends and associates. They make it a critical part of their service to truly understand their clients’ requirements, then give clear advice and support in helping them achieve their financial and personal plans.”

Paul, Epsom, Surrey, a client since 2010

“Gem 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, London, a client since 2014

“I came to Elliott and to Gem in 2011 at the age of 56, after the company I worked for was acquired. Though I had a good job at the new company, I wanted to move on to do something more personally rewarding. My pension pots were in a mess. Elliott did a great job of sorting it out. I'm pleased to report that I am achieving my goals. I left my job in 2018 and I am happily progressing my various interests.”

Joseph, Wimbledon, London, a client since 2011

“My investment has made steady growth during the past seven years. As expected, the value has fluctuated during that time, however, I am confident that it will continue to increase in value over time. The annual reviews provide an opportunity to go through things in detail and make any changes. I know that, should I have any queries, I am able to contact my financial adviser at any time.”

Michael, Wimbledon, London, a client since 2012

“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 on how to invest it. I now have more choices financially as a result.”

Julia, Wimbledon, London, a client since 2013

“Gem provide an excellent service. They go out of their way to understand your personal circumstances and goals so that they can tailor their advice to meet your needs.”

Tara, Wimbledon, London, a client since 2015

“Gem & Co have taken a lot of the hassle out of deciding how we can more simply arrange our financial affairs. The impartial and professional advice provided has enabled us to have a much clearer picture, so that we may make better financial decisions to meet our objectives. The major benefit of this is that we are now much freer to focus on other things.”

David and Rachel, Wimbledon, London, clients since 2012

“Reaching a certain age, your mind turns to retirement. My husband and I began wondering how we could find out if we would ever have enough to retire comfortably. Elliott took us on a journey and produced the most insightful financial report. It provided us with absolute clarification. I feel confident we now know where we stand! We have security knowing that we are in safe hands with Elliott.”

Helen, Wimbledon, London, a client since 2016

“We had a lack of appropriate knowledge and were looking to retire early. Elliott took all the information from myself and my wife and then presented it back to us in such a way that it was clear, concise and easy to understand. He took into account our personal aspirations and our approach to risk. We feel a lot more in control of our futures.”

John, Vale of Glamorgan, a client since 2015

“Elliott is friendly, courteous and professional. I warmed to him from the start. He gathered all necessary personal information, financial information, lifestyle, what my intentions were for retirement, what level of risk taker I was with investments, etc. If I did not understand something, he would put me at ease and go over it again without making me feel "inadequate" in any way.”

Hazel, Wimbledon, London, a client since 2014

“Elliott helped me look at my situation from a holistic viewpoint. This enabled me to give him the level of information he needed to discuss and plan the right options for me. I feel comfortable that my investments are regularly reviewed and assessed to ensure that these investments continue to work for me.”

Wendy, Wimbledon, London, a client since 2010

“Elliott made it possible for me to access some of my pension pot early, as well as carry on getting my company to put in their previous pension matching payments. Within six weeks of meeting Elliott, it was all sorted. I cannot recommend him highly enough. In fact, I have given his number to a couple of friends already.”

Shane, London, Wimbledon, a client since 2018

“I honestly don't think Elliott could have done any more for me. As far as I'm concerned, he goes above and beyond the call of duty. He is, additionally, a lovely man - so easy to talk to, empathetic, courteous and professional.”

Karine, Putney, London, a client since 2015

“Gareth listened with knowledge and took time to understand my requirements and expectations. He has always given honest, trusted advice and I have been beyond happy with the advice given - without fault! Cannot recommend Gareth or Gem more.”

Maria, Essex, a client since 2010

“I've been a client with Gareth for many years. I'm very happy with the service and advice he provides. He explains everything in simple terms for me to understand. I find him completely reliable and trustworthy. I'm very happy with the performance of my investments, year-on-year, as a result of Gareth's advice. I have total peace of mind knowing that my investments are in safe hands!”

Cora, Wimbledon, a client since 2010

“Gareth took considerable time and care to understand my complete financial situation and lifestyle. I was reassured that I should have enough income to cover long-term care whist currently affording to spend more on everyday living. I feel more confident about my financial situation and know that this will be reviewed on a regular basis.”

Ann, Surrey, a client since 2017

“On the death of my husband, I needed advice regarding his pension and the investments that I had. Gareth dealt with my problems in a sympathetic, understanding and professional manner. He understood my problems and gave sound advice without pressure for the future. He has clearly provided advice that suited my circumstances.”

Sheila, Kent, a client since 2009

“Gareth has set me up with a short, medium and long-term plan. I now have goals and objectives in life, and this enables me to focus on the future. Gareth is brilliant and has been exceptionally helpful.”

Krish, Buckinghamshire, a client since 2012

“Gareth totally understood our situation and needs from the very start. He planned and executed a clear investment strategy that has helped us to retire early. We feel totally reassured in the knowledge that our ongoing financial situation is in excellent hands. Gareth's knowledge and integrity has restored our faith in financial advisers! We could not recommend him highly enough.”

Chris, Surrey, a client since 2010

“After receiving an inheritance following the death of my parents, it was important to ensure the funds were looked after well. Gareth provided a variety of options. He knows what he is talking about and can explain complicated finances in a language that makes sense. Gareth not only has a gift in explaining finances, but delivers on the outcomes. I could not recommend him more highly.”

Mrs A Williams, South West London, a client since 2011

We come highly recommended

Want to get financially organised?
Achieve your goals? Find peace of mind?

Get in touch