We work with you to understand your ambitions and aspirations, then we develop a financial plan unique to you. We care, we deliver a high quality and personal service to all our clients, developing relationships that last for many, many years.
Talent Financial Planning is a group of independent financial planners. Being independent, we’re able to recommend financial solutions from the whole of the market. Being small, means we truly get to know our clients and build long lasting relationships with them. We want to use our years of financial experience to support our clients to understand their financial future better. Many of our clients want to understand where they are now and where they need to be to achieve the things they want to, and that’s where our talent truly comes alive.
We want to really get to know you and learn how we can truly make a difference to your life, to do this we follow a four step collaborative process with you, this is tailored perfectly to your needs and circumstances.
I can’t think of anything Gemma could have done better. She provides an efficient and yet personal service to me. I have every confidence in her.
We have regular reviews with Gemma which have continued despite the difficult circumstances this year. We always have confidence that she will help and give advice should we need it.
Jon helped to clarified issues we had with inheritance planning, simplified our investment portfolio and minimised our tax liability, we have been very pleased with the advice and service.
Richard, South Staffordshire
During this unsettling time (Covid-19), Gemma has maintained contact to ensure that I am happy with the investments and pension I had previously planned and advised about the future view of investments.
She was a great help to me when my husband died and advised and helped me transfer everything into my name.
Brenda, Shelton Lock
Jon has advised on how to manage our investments to get the best returns, we have always been happy with the service and advice he has provided.
If at any time I need advice I have been able to phone her without set time limits she answers all my questions to the best of her knowledge even the daft ones I may throw at her. I am not very experienced with financial matters but she always takes her time explain things to me in a precise and clear way and I am most grateful for that.
Jon has advised for 12 years and we have always been satisfied with the service and relationship we have established.
I can’t think of anything Gemma could have done better, she kept me up to date as things progressed when setting everything up for me.
Maurice, Long Eaton
I find Pensions confusing and Gemma helps me to think not just about my pension but my wider circumstances and how I can best use my Pension to meet my needs. I have 100% confidence in Gemma.
I have been kept fully informed about how my investments are performing. Would not hesitate to recommend Gemma and her team.