0330 038 8940
Based in Burnham-on-Sea
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 23 February 2025
Alistair is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alistair's status
Recent Client Reviews
Alistair has not received any reviews in the last 12 months
Alistair has not received any client reviews in the past 12 months
Independent Financial Adviser
Last checked: 25 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
1 qualification certificate available to view
Alistair has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Alistair has provided information on their typical fees
Alistair has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
36
Positive First Impressions
83% of users who are not yet clients had a positive first experience with Alistair
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Alistair (based on 36 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 23 February 2025
Alistair is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alistair's status
Recent Client Reviews
Alistair has not received any reviews in the last 12 months
Alistair has not received any client reviews in the past 12 months
Independent Financial Adviser
Last checked: 25 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
1 qualification certificate available to view
Alistair has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Alistair has provided information on their typical fees
Alistair has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
36
Positive First Impressions
83% of users who are not yet clients had a positive first experience with Alistair
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Alistair (based on 36 first impressions)
Gemini Wealth Management is a firm of independent financial advisers which specialise in retirement planning, savings & investments, tax planning and wills/trusts. The first meeting is at my expense (free to you) and an opportunity to get to know one another and to discuss your requirements and financial plans. You will not make a decision during that meeting but you will leave knowing how I can help and how much it will cost. Being truly independent, I am able to select the most appropriate and cost-effective provider/product that is most suitable for your needs. Gemini is directly authorised by the Financial conduct authority. I 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.
Offers available through VouchedFor
Contact Alistair through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Alistair's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
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Clients' level of financial expertise
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