GEM & CO FINANCIAL SERVICES - Key Persons
Dean has worked in Operations Management for the past 14 years.
Here at Gem & Co, he acts as an integrator between our directors and the rest of the team to ensure processes are running smoothly and successfully. He also ensures our company's core values are embedded in all business activities.
Job Titles:
- Director
- Dean Wright
- Protection Specialist
Now a director of the company, Eamon is a protection specialist and also ensures our processes and procedures are thoroughly compliant.
Eamon enjoys forging close client relationships; he liaises with them regularly and deals with any enquiries they may have.
Job Titles:
- Technical Assistant
- Paraplanner
- Paraplanner / Technical Assistant
Ellie has worked in financial services for three years.
As our technical Assistant, Ellie supports our Financial Planners with report writing and research for our clients.
Elliott is a father to two children and a keen cyclist. He cycles to work a few times a week, no matter the weather! In the last couple of years, he has cycled up Mount Teide and Mount Etna.
Job Titles:
- Technical Assistant
- Client Services Administrator
- Marketing & Finance Manager
Enza enjoys taking long, rambling walks on Wimbledon Common, Richmond Park or Morden Hall Park with her cockapoo Mickey, catching up with a friend or her hubby, Gareth. Enza's ‘me time' consists of yoga and Pilates, a good Netflix series or a great book.
Job Titles:
- Managing Director
- Specialist
Gareth is a specialist in all areas of financial planning, including pensions, investments and tax planning.
Mark joined us in 2018, having worked previously for Invesco Perpetual and Transact since graduating from his Economics degree at the University of Reading.
As a Financial Planner, Mark particularly enjoys working on retirement planning. He finds it rewarding to help demystify clients' investments and pensions, producing sustainable plans for withdrawing from their portfolios so that clients feel confident in spending their hard-earned money and enjoying their retirement.
He is currently working towards his Advanced Diploma in Financial Planning, having completed his Certificate in Discretionary Investment Management and Diploma in Regulated Financial Planning.
Phillipa has worked in the Financial Industry for over 25 years. She joined Gem in 2017 as a Client Relationship Manager, with a wealth of experience in Client Service and Operations. She has since been promoted to our Operations Coordinator.
Phillipa is a friendly and familiar face at Gem and continues to provide an all encompassing service and support to our clients.
Job Titles:
- Client Services Administrator