TrustTrust is the foundation of any successful relationship & our clients trust us with theirs & their family’s financial well being & aspirations.
IntegrityIntegrity to our clients is at the heart of everything we do. We pride ourselves on being honest, fair & not misleading.
AccountabilityWe take responsibility for the welfare of our clients. Their best interests are paramount, ensuring we are accountable at all times.
Looking after your loved ones & ensuring your wishes are carried out when you are gone.
Lasting Power of Attorney
Giving you peace of mind that your future health & financial wellbeing is in good hands.
Protecting you, your family & your business.
Mortgages & Conveyancing
Making one of life’s most complex purchases as straight-forward & stress free as possible.
Testimonials from existing clients
For the past couple of years I had been thinking I would take equity release from my house, as I have no children or dependants I thought it would be a good idea.On meeting up with Gemma she put forward a few options for me. Her professional conduct has been outstanding, no stone unturned and I know she investigated every possible avenue she could, to give me the very best advice. Hence, my equity plan is now in the final stages. Which I am so excited about as I am now looking forward to fulfilling my plans in my retirement.
Gemma has gone on to setting up my Whole Life cover, my Will and my Power of Attorney for me, helping and giving me very sound advice and explained all the legal documents at ease, with her excellent skill and expertise. I will trust her with all my future finance plans and would highly recommend her services.
Many thanks to Gemma for her very efficient, trustworthy and professional conduct in providing all of these services.J Scott
As a first time buyer the whole house buying process was completely new to me, Gemma is extremely knowledegable and explained everything to me that I needed to know and everything that I needed to do which made the whole process much less daunting. Gemma worked tirelessly through multiple options to ensure I got the best deal avaible as I was a first time buyer with only 5% deposit and she managed to find me a really good deal. Gemma also reran multiple AIP’s for me at very short notice and was very fast and efficient at doing this, as I ended up in a bidding war for the house that I wanted.
In additon to arranging my mortgage and solicitor for me Gemma supported me and provided help and advice every step of the way, from the setting up of my initial AIP right though to completion. Thanks to Gemma I secured the house I had set my heart on and I know for a fact that without Gemma’s help to arrange and chase things through and her advice and support every step of the way, I would not have been able to achieve this. Gemma most definately goes over and above for her clients, I am extremely happy with the service I received and will most definately be using Gemma’s services when I come to remortgage and for any other financial advice or arrangement services that I need.J Goodchild
Elements Financial Planning Ltd processed our applications for ‘Lasting Power of Attorney’ (both health and financial versions). The applications were dealt with speedily, courteously and efficiently. At all stages of the process helpful comments and suggestions were freely given.C&S - Surrey, September 2016
Gemma is extremely professional but also very personable so I felt at ease with her when I came to remortgage my house. She worked through a couple of solutions for us to make sure we were getting the best deal and went the extra mile in sorting out the issues with the mortgage lenders. I am very happy with the service we received and would highly recommend her to my friends and family.Deborah Boyle