Gemma Darcy APFS, CeMAP

Gemma Darcy APFS, CeMAP

Mortgage Adviser

Followers of Gemma Darcy APFS, CeMAP1000 followers
location of Gemma Darcy APFS, CeMAPGreater Cheshire West and Chester Area

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  • Timeline

  • About me

    Director & Chartered Financial Planner with an informal approach, helping medics, lawyers, professionals, private clients and businesses with their financial planning by simplifying the complex.

  • Education

    • Chartered Insurance Institute

      2016 - 2019
      Advanced Diploma in Financial Planning (APFS) Financial Planning and Services
  • Experience

    • Northern Rock

      Jun 2003 - Sept 2006
      Mortgage Adviser

      Trained and worked at Northern Rock specialising in the full range of mortgages, along with mortgage protection.

    • Royal Bank of Scotland Business

      Sept 2006 - Jun 2011
      Financial Planning Manager

      Multi-award winning Financial Planning Manager, specialising in offering fully comprehensive financial planning to professionals, businesses and private individuals. My informal approach enabled me to deliver advice in a language my clients fully understood.

    • Wesleyan Assurance Society

      Jun 2011 - Jun 2013
      Financial Consultant

      Specialist offering comprehensive financial advice for lawyers including personal and business planning to meet their objectives.

    • Towry

      Jun 2013 - Oct 2014
      Wealth Adviser

      Specialist offering fully comprehensive financial planning to Towry clients.

    • Prudential

      Oct 2014 - Aug 2016
      Partner

      Specialised in offering, fully comprehensive financial planning to professionals, businesses and private individuals. My informal approach meant I always took the time to deliver advice in a language clients could understand.

    • Wesleyan

      Aug 2016 - Apr 2018
      Financial Adviser

      Specialist offering comprehensive financial advice to doctors working within the NHS as well as in private practice. This included pension and personal financial planning to meet their objectives.

    • Darcy Financial Planning Limited

      Apr 2018 - now
      Director & Chartered Financial Planner

      Darcy Financial Planning Limited was formed in 2018 after I received an invitation to join St. James Place as a Partner Practice.With an informal approach, I take great pleasure in building long-term relationships with all my clients, ensuring the professional advice I give is delivered in a language they understand. Clients can feel confident that help is always at hand, especially during any times of difficulty. Backed by St. James's Place, my clients get the best of both worlds – our practice is small enough to provide a truly personal service, but our advice is guaranteed* by a leading wealth management company.*St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group's website at www.sjp.co.uk/products.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).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Show less

  • Licenses & Certifications

    • Advanced Diploma in Financial Planning (APFS)

      The Chartered Institute for Securities & Investment (The CISI)
      Jun 2019
    • CeMAP

      The London Institute of Banking & Finance
      Jan 2004