Gemma Underwood

FINANCIAL PLANNER

Gemma has been in the financial services industry for 6 years, and joined HDA in February 2023. She specialises in holistic financial planning for pensions and investments.

Professional

I specialise in holistic financial planning by advising my clients on their pensions and investments as well as helping them plan how to meet their future financial goals.

Personal

In my spare time you can find me walking my Cocker Spaniel with my partner around all of the local countryside that Gloucestershire has to offer, going to music festivals and concerts or watching my home football team, Nottingham Forest.

Qualifications

View Gemma's qualifications

Gemma's qualifications

This Level 4 Diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.

The level 3 Certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.

This RQF Level 3 award provides the essential knowledge and skills needed by those working in administrative and operational life or pensions roles. The Award offers the choice between life or pensions administration, each satisfying the FCA qualification requirements for overseers of certain administrative life and pensions functions.

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