Gemstone Financial Planning Ltd is located in Llanelli, United Kingdom on 7, Temple Works. Gemstone Financial Planning Ltd is rated 3 out of 5 in the category financial planner in United Kingdom. Gemstone Financial Planning, one of the most innovative Wealth Management firms in the UK. We are dedicated to maximise our clients future wealth using the latest and most advanced technologies. We help clients achieve pre agreed goals through the use of proven and transparent strategies. Most UK investors have placed their pension, ISA and savings within consistently poor performing funds. We offer all new clients a complementary 2nd opinion. This allows my team to provide a detailed report on existing fund choice, highlighting consistently poor performing funds, and demonstrating the value we can create to maximise your investment growth. Client Testimonial: "Jonathan and his team completed a review of funds I had invested with another firm for 20 plus years. It was a real revelation to see that I was invested in the worst 50% of funds in many instances. Gemstone developed a transparent and easy to understand financial plan based on my current and future needs. I complete regular reviews to ensure my goals are on track, and review the performance of my existing investments. I am very impressed" - Paul Borrows (Company Director) If you would like to maximise your future wealth, then please contact us directly to arrange an informal call / meeting.
Company size
1-10 employees