Gemma Helliwell

Areas of expertise

I am a specialist in pensions and tax-advantaged planning. I also specialise in working with clients going through divorce and lottery winners.

Experience

I have worked in the profession for 17 years, with 10 years at Evelyn Partners. My primary areas of focus include the provision of advice to professional Partners, business owners and entrepreneurs, lottery winners and trustees.

I work with my clients across all areas of planning, to enable and empower them to achieve their key aspirations; providing a financial ‘sat-nav’ to help them on the best path to secure their financial future.

Notable achievements

I am fluent in three languages and an active member of my local amateur dramatic society. My newest challenge is learning sign language.

Professional qualifications/memberships

Chartered Financial Planner APFS