Gary Metcalf

Gemini Wealth Management is a firm of independent financial advisers which specialise in retirement planning, savings & investments, inheritance tax planning and wills/trusts. The first meeting is at my expense (free to you) and an opportunity for each of us to get to know one another. 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 whole of market I am able to select the most appropriate and cost effective provider/product that is most suitable to 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 have been a member of the MDRT (Million Dollar Round Table) for 11 years and Qualified as 'Top of the table' for 10 of those 11 years. TOT is limited to the top 1% of financial advisers worldwide. Was appointed country chair for the UK in August 2017 and served for 3 years. In 2022 I was appointed chair of the major donor committee for the MDRT foundation, and now serve on the board of trustees. This is the charitable arm of MDRT. I have also spoken at the 2017 & 2019 MDRT annual meetings in Orlando & Miami. I am a member of the PFS (personal finance society) and also the author of the book 'The Business Secret’. I am married with 3 children and five grandchildren. My interests are mainly sport especially watching football and I also train at my local gym 5 times a week. Have completed the winter wolf run in Nov 2016, the autumn one in September 2017 and the spring one in April 2024. Also completed the Prudential London / Surrey 100 mile bike ride in July 2017 and July 2019 and Ride London in May 2022. I was born in Leicester and still live here in a village called Thurcaston.