"Organisational queen, column writer and country walker "
Professionally
Gabriela has worked in financial services as a Financial Planner for several years before joining Satis in 2020 to work alongside Ben Sherwood. She enjoys regularly speaking with her clients and truly understanding what is important to them and is passionate about helping them reach their long-term financial goals and objectives. Gabriela achieves this by tailoring the advice she provides to her clients’ specific individual needs. While priding herself on being able to deliver a complex subject in a simplified and honest manner.
Gabriela seeks to create long lasting relationships built on trust to ensure clients’ plans remain focused and relevant. Her key skills include investment and pension planning for clients going through and living in retirement.
When not with clients Gabriela is studying towards becoming a chartered financial planner and is a regular contributor to leading financial services publications penning articles on women in the financial services industry and the importance of financial planning.
Personally
Having always lived in London, Gabriela appreciates long walks in the countryside or strolls along the beach. She also loves going to the theatre to watch upbeat musicals.
Featured case study
Already retired
Ben's clients, Patricia and Jeffrey are in their early seventies. Patricia trained as a teacher and then became a head teacher, a role which she undertook for several years in different schools. She then worked in the University sector before setting up a leadership training and consultancy business. Jeffrey also ran his own business as a car mechanic.
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