Having worked together in financial services for several years, and being increasingly aware of the impact of ever-changing legislation, Chris and Julian recognised that providing a modern, professional advice service to their clients would mean implementing a specific approach. Their shared vision centred on:
- the provision of accessible Indendent Financial Advice
- ensuring and maintaining high standards of professionalism
- providing an excellent service at a reasonable cost to our clients.
Deciding that the best way to meet these challenges would be to set up a new business - Gemini Financial Planning Ltd was born.