Our Professional connections
Gemini Financial Planning works closely with fellow professionals in order to achieve a complete financial services package.
We recognise that by combining their expertise with our own, when required, we can further benefit our clients with greater confidence, delivery, and knowledge. This helps us deliver exceptional results and extraordinary service while keeping our core values of independence, integrity, and inspiration.
We have built up a very good working relationship with many 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.
If you are an Accountant or Solicitor please contact us if you feel we can work together to provide a mutually beneficial service to all of clients.
We are proud to have professional connections with:
SIFA
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.
Square Mile
Square Mile Investment Services Ltd are a leading investment, consulting and research company. They specialise in in-depth independent qualitative research, fund monitoring and future performance insight.
Their expertise enables us to keep fully informed regarding every client portfolio. This ensures we always have the relevant information we need to focus on our clients’ financial plans and can make certain they remain relevant to meeting their long-term objectives.
Chartered Insurance institute
As a Chartered professional body of more than a century’s standing, the Chartered Insurance Institute – supported by its Societies – grants Chartered titles to individuals and organisations that meet strict qualifying criteria.
Members are respected and recognised for their knowledge and expertise. Chartered status is a symbol of commitment to high professional standards and demonstrates that we go beyond technical competence to put ongoing professional development, prioritising client centricity and trust at the heart of everything we do.
