Alistair Wallace Email & Phone Number
Who is Alistair Wallace? Overview
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Alistair Wallace is listed as Wealth Manager at Gemini Wealth Management and Advisor with Prolongevity at Gemini Wealth Management, a company with 12 employees, based in Burnham-On-Sea, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Alistair Wallace.
Alistair Wallace previously worked as Independent Financial Adviser at Gemini Wealth Management and Wealth Manager at Gemini Wealth Management. Alistair Wallace holds A Levels from Hills Road Sixth Form.
Email format at Gemini Wealth Management
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About Alistair Wallace
Gemini Wealth Management is a firm of Independent Financial Advisers (IFA). Gemini believes that being an IFA is the best way to provide you with professional unbiased financial advice.Gemini strives to provide an efficient and economic service to our clients and all advisers are fully qualified and hold relevant financial accreditations. Our intention is to establish and develop long-term relationships with our clients to assist their financial growth and performance. Advisers are available for consultation at all reasonable times. Client's interests are our main priority and are treated carefully and confidentially to ensure that high standards are maintained. Gemini offer advice on a full range of financial services to individuals and corporate organisations alike.Specialties: Alistair brings 20 years of experience as an IFA and when advising his clients, always takes into account their objectives and to ensure clear, concise explanation of their existing holdings and portfoliosI am really passionate about my work and I care about my clients.Personally, I am married to Clare, and can be found most weekends walking the hills and moors around Taunton/Wellington with our black lab Alf. I'm also a keen follower of rugby, alas now only from the sofa, having hung up my boots a number of years ago. I split my allegiances between the Saints and the Chiefs.I'm a keen cook, love the preparation, serving and also getting the wine right - my speciality and favourite is Italian.
Listed skills include Wealth Management, Inheritance Tax Planning, Wealth, Financial Advisory, and 45 others.
Alistair Wallace's current company
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Alistair Wallace work experience
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Wealth Manager
Current
Advisor
CurrentIndependent Financial Advisor
IFA
Ifa
IFA
Mortgage Consultant
Mortgage Broker
Key Account Manager
Colleagues at Gemini Wealth Management
Other employees you can reach at gemini-pfg.com. View company contacts for 12 employees →
Edward Pemberton
Colleague at Gemini Wealth ManagementRoyal Sutton Coldfield, England, United Kingdom, United Kingdom
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Hannah Bicknell
Colleague at Gemini Wealth ManagementRoyal Sutton Coldfield, England, United Kingdom, United Kingdom
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OR
Oliver Richards
Colleague at Gemini Wealth ManagementRoyal Sutton Coldfield, England, United Kingdom, United Kingdom
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MW
Mark Wilcox
Colleague at Gemini Wealth ManagementKinver, England, United Kingdom, United Kingdom
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MT
Mark Thomas
Colleague at Gemini Wealth ManagementBurntwood, England, United Kingdom, United Kingdom
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Alistair Wallace education
A Levels
Education record
Frequently asked questions about Alistair Wallace
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What company does Alistair Wallace work for?
Alistair Wallace works for Gemini Wealth Management.
What is Alistair Wallace's role at Gemini Wealth Management?
Alistair Wallace is listed as Wealth Manager at Gemini Wealth Management and Advisor with Prolongevity at Gemini Wealth Management.
Where is Alistair Wallace based?
Alistair Wallace is based in Burnham-On-Sea, England, United Kingdom while working with Gemini Wealth Management.
What companies has Alistair Wallace worked for?
Alistair Wallace has worked for Gemini Wealth Management, Prolongevity, Exclusive Financial Services, Weston Financial Group, and Homeowners.
Who are Alistair Wallace's colleagues at Gemini Wealth Management?
Alistair Wallace's colleagues at Gemini Wealth Management include Edward Pemberton, Hannah Bicknell, Oliver Richards, Mark Wilcox, and Mark Thomas.
How can I contact Alistair Wallace?
You can use AeroLeads to view verified contact signals for Alistair Wallace at Gemini Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Alistair Wallace attend?
Alistair Wallace holds A Levels from Hills Road Sixth Form.
What skills is Alistair Wallace known for?
Alistair Wallace is listed with skills including Wealth Management, Inheritance Tax Planning, Wealth, Financial Advisory, Income Protection, Pensions, Financial Services, and Retirement Planning.
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