Get your finances in order

Get your finances in order


Gem & Co Financial Services are delighted once again this year to be supporting Financial Planning Week#FPWUK.

From the 3 until 9 October 2022, we are offering a free one-hour personal financial planning consultation to anyone interested in financial guidance.

Gareth Rees, Managing Director at Gem & Co Financial Services, says, ‘With the cost of living soaring and inflation and interest rates rising, now, more than ever, is a really good time for people to take stock and speak to a qualified financial planner who can help review and take control of their finances’.

Quote Financial Planning Week / Time & Leisure

Book your free one-hour meeting online now

What is Financial Planning Week?

This is an annual campaign run by The Chartered Institute for Securities & Investment (CISI) which aims to raise awareness of the role of qualified financial planners in helping people from all walks of life and all ages – and importantly not just the wealthy – to think ahead and plan for the future.

Consumers throughout the UK can experience the support available from financial planning including help with organising finances and guidance in planning how to reach life goals and dreams.

Having a financial plan in place is the first step towards taking control of your life and giving you valuable peace of mind.

The CISI 2022 Financial Planning Week #FPWUK this year includes World Financial Planning Day on October 5, organised by IOSCO (International Organisation of Securities Commission) as part of World Investor Week.

Who are Gem & Co Financial Services?

We’re Chartered, Accredited & Independent Financial Planners based in the heart of Wimbledon. 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, and 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.

As with most things in life, the key to success is a little forward planning. That’s exactly what we do as strategic Financial Planners, helping our clients plan for a successful financial future. Through the financial planning process, we’ll help you to: get your finances organised and achieve your financial and life goals.

Your free one-hour financial planning consultation

The aim of the free one-hour session is to answer your important financial questions and make you feel more confident with your money.

We have three Financial Planners at Gem & Co Financial Services who are all willing to help you with your financial planning. So go ahead and book your free one-hour financial planning consultation with us.

During the session, one of our Financial Planners will provide you with relevant information, discuss the options available to you, explain the pros and cons of various courses of action and outline the next steps you may wish to take.

Please note that these sessions are not designed to provide you with specific regulated financial or investment advice.

As your time with our Financial Planner is limited to an hour, we recommend preparing ahead and having an idea about what you hope to achieve from your session.

Get your financial paperwork together, note down an overview of your financial position and think about questions you want answered.

Quote Financial Planning Week/Time & Leisure. Book your free one-hour financial planning meeting online now.

Or by email

Or by phone on 020 8543 0111.

To learn more about our Gem & Co Financial Services Ltd and our accreditations, please visit our website

Gem & Co Financial Services Ltd is authorised and regulated by the Financial Conduct Authority (FCA). Registered in England & Wales 13249508. Registered office: Tuition House, 27-37 St George’s Road, Wimbledon SW19 4EU.