Gemini Financial Planning Ltd is based in leafy Montpellier in the heart of Cheltenham, Gloucestershire.

We provide Independent Advice and Strategic Financial Planning to both private and corporate clients.

We have 5 Independent Financial Planners, 2 paraplaners and our ever dependent administrators. 

We are very much a forward thinking company that work together with our client's other professional advisers such as solicitors and accountants to ensure that the financial planning strategies that we recommend are tax efficient, future proof and cost efficient.

All of our advisers employ the same ethos that without our clients we are nothing and therefore we are hugely service focused and always strving to build long term relationships with clients where possible.

Whilst we view ourselves as very much a practice, we are able to offer specialist advice in the following areas:

- Investments and Savings
- Pensions and Retirement Planning (both personal and occupational)
- Inheritance Tax and Estate Planning 

If you wish to discuss our sevices further, please do contact us on 01242 253199 or enquiries@geminifinancialplanning.co.uk

Gemini Financial Planning Ltd

Org chart

Teams

Offices

Gemini Financial Planning Ltd

Org chart

Teams

Offices

Related companies