With you all the way

Category: News


GEM & Co Financial Services LLP is proud to carry the double-circle Accredited Financial Planning Firm mark after being recently accredited by the Institute of Financial Planning (IFP), the professional body for Financial Planning in the UK.

What does that mean for you?

In short, it means that having successfully undergone the IFP’s rigorous accreditation process, you can be confident we will offer a financial planning service which meets the highest standards.

Specifically, you can expect these five key benefits:

1. We will help you to understand and define your goals for the future more clearly by developing a long-term financial plan. And once defined, of course, your goals will become much more achievable.

2. We will provide a long-term working relationship with a highly-qualified financial planner on a structured programme which will keep you on track towards those goals.

3. Your plan will take account not only of your own goals, but also provide a secure future for you and your family.

4. The charges for our service will always be entirely transparent and agreed with you in advance.

5. We will maintain the highest ethical standards and have no conflicts of interest. Our clients’ interests always come first.

These are the key practical commitments we make as an accredited firm. But for most of our clients, what’s even more important is the way this quality of service makes them feel.

First and foremost, it’s about peace of mind. It’s about knowing there’s someone there who’s on your side – someone to listen, understand and advise on some of the most important and financial decisions you will face in your lifetime.
It’s about knowing that you have a clear direction in life, and that although there are sure to be unexpected events along the way you’re on track towards achieving the life you want to lead in the future.

And it’s about knowing that in today’s financial world – complex, volatile, yet full of potential – you have secured the long-term, expert support you need, whenever you need it, over the years to come. Quite literally, we’re with you all the way.

To sum up, it’s about knowing you have selected a firm which is proven to deliver the highest standards in financial planning. And when the quality of your future depends so much on the quality of the thinking and execution that go into your financial plan, why would you be satisfied with anything less?

GEM & Co Financial Services LLP is an Accredited Financial Planning Firm
To find out more about the Institute of Financial Planning and AFPF accreditation, please visit http://www.financialplanning.org.uk/wayfinder



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