Gemini Financial Planning Ltd was formed in January 2012 by Chris Furley and Julian Sutton.
Deciding that the best way to meet these challenges would be to set up a new business - Gemini Financial Planning Ltd was born.
At Gemini we are a close knit team that has a wealth of knowledge and experience, which combines to deliver the best results possible for our clients.
We are very much focussed on building long term relationships with both individual and corporate clients and our objective is to provide all of our clients with the best possible advice and the best possible service.
Gemini Financial Planning works closely with fellow professionals in order to achieve a complete financial services package. We have built up a very good working relationship with Accountants and Solicitors, both locally and nationally, and would very much welcome an opportunity to expand these links with fellow professionals in order to provide our clients with a full range of financial and legal services.
Please do not hesitate to contact us if you feel we can work together to provide a mutually beneficial service to our and your clients.
SIFA was founded in 1992 to fulfil two distinct functions. The core service provides compliance and business support to assist Financial Advisers in satisfying regulatory obligations and maintaing compliant processes.
In addition to this, the highly regarded SIFA Directory is a directory of Independent Financial Advisers that meet very specific criteria, which enable SIFA to endorse those firms for work with Solcitors.
The SIFA Directory is endorsed by the Law Society and we are currently one of only two firms in Gloucestershire that are approved by SIFA and carry the Trusted Adviser and SIFA Professional labels.
We are always on the look out for suitably qualified and talented individuals who share our 'client first' ethos and philosophy to join our growing team of Financial Advisers, Mortgage Consultants, Paraplanners and Administrators.
© 2018 Gemini Financial Planning. Images © 2013 - Charles Coleman Photography - 07771 630 420. All rights reserved.
Gemini Financial Planning Ltd
We are a firm of Independent Financial Advisers based in leafy Montpellier, in the heart of Cheltenham, Gloucestershire.
Our independence is fundamental to the comprehensive services that we provide and ensures that the scope of advice that we offer is truly unlimited.
We provide planning strategies and solutions for all circumstances regardless of how complicated and sophisticated the requirements may be.
Please contact us if you would like an introductory appointment with one of our advisers to find out more about the services we provide.
At Gemini we recognise not only the importance of what we do but also the importance of building long term relationships with our clients. To that end, we will meet the cost of the first meeting that we hold with any new client. You will not need to make any decisions during our initial meeting but by the end of the meeting you will know what services we provide and their accompanying costs. If you then wish to appoint us as your Independent Financial Advisers, we will be in a position to begin working on your behalf.
