Gem Durham

Gem Durham

Independent Financial Adviser

Embark on a journey with Gem Durham, a seasoned Independent Financial Adviser who provides whole of market financial advice. Gem has spent 19 years successfully transforming financial landscapes for individuals and businesses. She has a dedication to crafting tailored financial plans, simplifying complexities, and adapting strategies to life's dynamics, all while ensuring your financial confidence and prosperity.

WHY BOOK WITH GEM

  • Clear path to identifiable objectives
  • Ability to cope with financial shocks
  • Control of daily finances
  • Clarity and security for those we leave behind
  • Having financial options
Gem Durham - Independent Financial Adviser
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After the initial advice on investments, Gem has visited on an annual basis to check my circumstances, and to discuss any further requirements I may have. Gem is always happy for me to contact her should I need clarification or assistance with financial matters, and I have done so on a few occasions. Gem is always very approachable, knowledgeable and friendly.

- Val

I had a pension from previous employment that was sitting making no gains as the employer was no longer in business and there was nobody actively managing the pension. I was looking to transfer it to see if we could improve on this.

Gem comprehensively discussed my requirements and aims and she transferred the non performing pension into funds that we felt would give gains. Since then Gem has helped with further pension advice and arrangements.

Gem really gets to understand your aims and attitude to risk and gives very good guidance based on this. She is always happy to answer questions and responds quickly to any enquiries that I may have.

- Dave

Gem was fantastic - she really took the time to understand what we were looking for and shared her advice and expertise on suitable products. She advised on the pros and cons and made a complicated area easier to understand and was on hands to answer questions and advise us. She has an open and honest, no nonsense approach and challenged some of what we thought we wanted with her experience - resulting in a much better outcome for us.

- Vicky

View more at https://www.whitebeamfinancial.co.uk/testimonials-awards.

- , Whitebeam Independent Financial Advice

FULL BIOGRAPHY

Gem is a highly accomplished and successful Independent Financial Adviser offering whole of market advice. With 19 years’ industry experience Gem has the knowledge and skills requierd to make a real difference.

Whether you are an individual or a business, Gem always strive to ensure you feel comfortable, confident and happy about your finances. She offers expert and bespoke financial advice leading to the creation and implementation of a financial plan, taking care of all paperwork in a simple and friendly way.

The intention is to make the whole process easy for you and guide you to make positive decisions.

Be in no doubt that your plan will change as life events take place and changes in the market place occur, however be assured that Gem will be there to adapt your financial plan to any and all changing circumstances and aspirations.

Together you will:

• Make sense of your money.

• Simplify your plans.

• Invest for your future.

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