Gemini Professional Financial Group
Sutton Coldfield, West Midlands, United Kingdom
Professional Services Organisation offering Independent Financial Advice, Estate Planning & Mortgage Advice
Financial Services
Education
Chartered Insurance Institute
Level 4 Diploma, Financial Planning and Services
Society of Will Writers
MSWW - Member designation, Will Writing
Experience
Gemini Wealth Management (Group Company) January 2007 - Present
Gemini Estate Planning (Group Company) January 2007 - Present
Gemini Mortgages (Group Company) January 2007 - Present
Skills
Retirement Savings, Wills, Protection, Portfolio Management, Equity Release, Finance, Financial Advisory, Financial Services, Investment Strategies, Retirement, Retirement Planning, Mortgage Lending, Estate Planning, Trusts, Mortgage Marketing, Fixed Annuities, Inheritance Tax Planning, Employee Benefits, Strategic Financial..., Unit Trusts, Investment Management, Investments, Personal Pensions, Holistic Financial..., Investment Advisory, Wealth, Will Writing, Wealth Management, Relationship Management, High Net Worth..., Protection..., Personal Financial..., Asset Allocation, Pensions, Wealth Accumulation, Funeral Plans, Income Protection, Asset Management, Funding, Bonds, Independent Financial..., Auto Enrolment, Financial Planners, SIPP, Savings, Management, Wealth Management..., Critical Illness, FSA