Gemma Bricknell - Financial Adviser

I have been working with individuals & families to achieve their financial goals since 2001.

Everyone’s circumstances & objectives are very unique. For me I feel the most vital part of being a Financial Adviser is taking the time to get to know one another and finding out what is important to you.

I am able to look after all aspects of your financial well-being including helping you to:-
– purchase your ideal home
– protect you, your family or even your business
– build a nest egg for your or your children’s futures
– maximise your wealth
– minimise tax
– create a financially sound retirement
– release some of the equity from your home in later years to help fulfil a life-long dream.

Through the use of True Potential’s award winning technology you will have 24/7 access to your financial information, which enables you to track your progress against your personal goals, get instant real-time valuations, top-up your investments instantly via Impulse Save, view or upload your financial documents & much more.

The True Potential technology offers you the opportunity to have a stress-free & paperless record of all your financial documents if this is your preference.

Lastly, I believe that direct contact is imperative, I have a direct contact number & email for communication & the frequency of face to face meetings will be based on your personal requirements.

Gemma Bricknell Financial Adviser

Areas Served

  • South England
  • South East England
  • Essex
  • London
  • South West England
  • Isle of Wight

Gemma Bricknell - Financial Adviser

Gemma Bricknell - Financial Adviser

I have been working with individuals & families to achieve their financial goals since 2001.

Everyone’s circumstances & objectives are very unique. For me I feel the most vital part of being a Financial Adviser is taking the time to get to know one another and finding out what is important to you.

I am able to look after all aspects of your financial well-being including helping you to:-
– purchase your ideal home
– protect you, your family or even your business
– build a nest egg for your or your children’s futures
– maximise your wealth
– minimise tax
– create a financially sound retirement
– release some of the equity from your home in later years to help fulfil a life-long dream.

Through the use of True Potential’s award winning technology you will have 24/7 access to your financial information, which enables you to track your progress against your personal goals, get instant real-time valuations, top-up your investments instantly via Impulse Save, view or upload your financial documents & much more.

The True Potential technology offers you the opportunity to have a stress-free & paperless record of all your financial documents if this is your preference.

Lastly, I believe that direct contact is imperative, I have a direct contact number & email for communication & the frequency of face to face meetings will be based on your personal requirements.

Areas Served

  • South England
  • South East England
  • Essex
  • London
  • South West England
  • Isle of Wight

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

Mortgages & Borrowing

A mortgage is one of the biggest financial commitments you are likely to make in your lifetime. So, if you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. With the vast array of products and lenders, I can provide the specialist advice you need.

I offer clients the option to pay for mortgage advice by fee rather than commission.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Equity Release

Equity release is a means of releasing a tax-free lump sum from the equity locked in your home.

There are typically no monthly repayments to make. The money can be used in many ways, including assisting with the costs of living, helping grandchildren onto the property ladder, making home improvements or even travelling and seeing the world.

I can provide the specialist advice you need and explain your options.

Lifetime mortgages are complex products. To understand the features and risks, please ask for a personalised illustration.

My clients say...

Gemma Bricknell - Financial Adviser

"We both cannot thank you enough for securing our Mortgage. You were there every step of the way and gave us both full support throughout the process. You made it very easy from the start of the application securing us a very competitive mortgage rate. You supported us through every step of the process and were always available to give full updates exactly where the application was up to. we really appreciate your experience and skill on how you guided us through the mortgage application from start to finish. Once again we would like to thank you and would not hesitate in recommending you to anyone looking to secure a mortgage."

My clients say...

Gemma Bricknell - Financial Adviser

"For the past couple of years I had been thinking I would take equity release from my house, as I have no children or dependents 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. "

My clients say...

Gemma Bricknell - Financial Adviser

"As a first time buyer the whole house buying process was completely new to me, Gemma is extremely knowledgeable 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 available 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 addition 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 definitely goes over and above for her clients, I am extremely happy with the service I received and will most definitely be using Gemma's services when I come to remortgage and for any other financial advice or arrangement services that I need. "

My clients say...

Gemma Bricknell - Financial Adviser

"I First had the pleasure of Gemma taking care of my finances when she worked for Lloyd's, always the professional and a great eye for attention to detail. Since leaving Lloyd's and becoming self employed I have elected to have Gemma take care of my finances. The service Gemma now provides having access to a a wider market is second to none. Always attention to detail and providing what is best for the customer. Nothing is ever to much trouble and she always goes the extra mile to ensure you get the personal service. I have never been happier since employing Gemma's services."

My clients say...

Gemma Bricknell - Financial Adviser

"Gemma has recently arranged a mortgage for me. Gemma's attention to detail and industry knowledge ensured I acquired the best possible deal and that it went through quickly and without any hitches."