I have known Gemma for a number of years and I trust her and feel very comfortable working with her. If something is puzzling me I can pick up the phone and ask without feeling stupid.
I find finance mind boggling and so working with Gemma at Wealth Design is reassuring. I feel much happier knowing that she is looking after my finances. She is much more proactive and knowledgeable than I would be. I feel the advice is well worth paying for.
Having used the services of another IFA who was a family friend for over 20 years it was somewhat of a nerve racking experience to be informed he was retiring! However, from the first meeting we were reassured that we were ‘in safe hands’. I have been impressed with Wealth Design who have provided an efficient and, more importantly, personal service from the start.