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Client stories

Retiring business owners
Financial planning for a senior executive
Resolving a lifetime allowance issue
Achieving retirement goals
Exiting a business
Peace of mind in retirement

“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

Who we work with

Professionals
Executives
Business owners
Retirees

“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

About us

Recruitment
Our investment philosophy
Our accreditations
Our team

“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

Home
About us
Who we work with
Why choose us?
Client journey
Client stories
- Retiring business owners
Video Library
FAQs
Blog
Contact us

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Gem & Co Financial Services Ltd
Tuition House
27-37 St George’s Road
Wimbledon, London
SW19 4EU

020 8543 0111

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Gem & Co Financial Services Ltd is authorised and regulated by the Financial Conduct Authority (FCA) under firm reference number 949148. You can find Gem & Co Financial Services Ltd on the FCA register here. Registered in England & Wales 13249508. Registered office: Tuition House, 27-37 St George’s Road, Wimbledon SW19 4EU. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here.

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Financial Planning Week 2026

We are delighted once again this year to be supporting Financial Planning Week.

From the 26th January to 1st February, we are offering complimentary private consultations to individuals seeking financial guidance.

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