We’re part of your long-term Financial strategy to success
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Independence
Our independence is fundamental to the comprehensive services we provide and ensures that the scope of advice we offer is truly unlimited.
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Integrity
We pride ourselves on our professional and friendly service and we tailor our approach to the specific needs of each and every client.
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Inspiration
We provide planning strategies and solutions for all circumstances regardless of how complicated and sophisticated the requirements may be.
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Here for you
Our dedicated, friendly and experienced team will always treat you as an individual and your finances with respect, to ensure your money works hard to secure your financial future.
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How we are different
Our independence, integrity and inspiration are key to our success. These attributes, along with our shared vision for starting Gemini, are what set us apart from other Financial Planners.
gemini
newsletter
Keeping you informed
A wealth of information…
We want to keep you up-to-date with what’s been happening in the financial world. Our quarterly newsletters come in the form of a Market Update and give you a brief insight into the current markets and what is affecting them. They also cover subjects like bonds, equities, currencies, and alternative investments.
sifa – Our standards
speak for themselves
We are very proud to carry the SIFA label and are one of only a few firms in Gloucestershire that are approved by SIFA and carry the Trusted Adviser label.
SIFA was founded in 1992. The core service provides compliance and business support to assist Financial Advisers in satisfying regulatory obligations and maintaining compliant processes. SIFA's close connection with the legal profession and the Law Society helps them provide the inside track to financial advisers seeking working relationships with solicitors.
