Gemma Thompson

CII Level 4 Diploma in Regulated Financial Planning

I bring over 20+ years of experience in the financial industry, 12 years at the Halifax, followed by running my own brokerage for 12 years. This has given me a strong background in providing holistic financial advice, tailored to my clients and their individual needs.

Outside of work I enjoy socialising, keeping fit in the boxing gym, but most importantly spending time with my boys Lennon and Sonny always at the side of a football or rugby pitch supporting them.

About

For over 20 years, I've built my career in financial services, including 12 years with Halifax Bank followed by 12 years running my own mortgage and protection brokerage. Throughout my career, I've believed that the strongest client relationships are built on trust, knowledge and taking the time to truly understand what matters to each individual. Many of the relationships I've built over the years have become long-lasting, which is something I'm particularly proud of.

For the past few years, I've worked as a financial adviser, helping individuals, families and business owners plan confidently for their future. From retirement planning and achieving personal financial goals to protecting loved ones, wealth and businesses. I provide clear, tailored advice designed around each client's circumstances. I also help clients make informed investment decisions and consider tax- efficient ways to make the most of their money.

My goal is simple; to provide trusted, friendly but professional advice that gives my clients confidence today and helps them build a more secure financial future.

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
CFP logo in colour

Click on the accreditations for more information

Addresses

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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Norfolk Wealth Management is a trading name of Norfolk Wealth Management Limited. Norfolk Wealth Management Limited is registered in England and Wales, Number 13702935. Registered Office: The Old School School Lane, Thorpe St. Andrew, Norwich, NR7 0EP.