Amanda Reid

What were the circumstances that caused you to initially look for an adviser?

I needed to set up a private pension.

How has Amanda Reid helped you?

Amanda provided a thorough assessment of my financical circumstances and she was able to recommend a specific product which matched my needs.

Have you seen the outcome you were hoping for?

It is early days - 6 months into a new pension but so far generally yes.

What could they have done better?

N/A

Please provide a brief comment about your experience with Amanda

I didnt get to speak with her

What were the circumstances that caused you to initially look for an adviser?

Looking for general advice on when I can afford to retire comfortably

How has Amanda Reid helped you?

Gave advice and peace of mind that I will be able to retire as planned.

Have you seen the outcome you were hoping for?

Yes, still in progress but all positive.

What could they have done better?

Great service and an honest discussion with no hidden agenda. Great job.

What were the circumstances that caused you to initially look for an adviser?

I needed advice on my multiple pensions

How has Amanda Reid helped you?

She has advised and actioned the roll up of all but one of my personal pensions. The new investments are performing well. Our marital income and pension planning has been reviewed for the first time. We now feel in control of our finances and more confident about our risk profile and our retirement planning. She has also advised on the options for tax free withdrawals.

Have you seen the outcome you were hoping for?

Yes. I have withdrawn some tax free monies from a pension and intend to do more for a building project. The new Quilter fund is performing well and the Financial information is excellent. Our first annual review has been helpful.

What could they have done better?

No complaints. We have received everything we had hoped for and more..

What were the circumstances that caused you to initially look for an adviser?

Need for pension advice

How has Amanda Reid helped you?

Challenged us to make the right financial decisions which is the correct thing to do and indeed what we pay for

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with Amanda

My previous feedback was incorrect as I misunderstood and didn’t realise Amanda was on leave and a colleague came to see me instead. I therefore wish to delete my previous feedback and apologies to Amanda Reid.

Please provide a brief comment about your experience with Amanda

Very helpful and unbiased.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Our approach to our financial planning now that we are both retired is simply to 'let things stand as they are'. Amanda is fully understanding of our wishes and is able to provide sensible advice if required.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Amanda continues to demonstrate knowledge within the pension arena and I have every confidence when discussing my needs I will receive a rounded and considered view.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Since my last review Amanda invited me to the office to talk to one on the fund managers, I found this very informative, this was against the backdrop of disappointing performance due to covid and the Russia, Ukraine conflict

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Clarification of recent investment report and withdrawal of funds to provide for post graduate course.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Amanda has provided practical and sensible advice over a period well in excess of ten years. Amanda continues to hone matters through regular annual reviews ensuring strategy is appropriately aligned to requirements and wants in these challenging times. I would have no hesitation in recommending either Amanda and the valuable services she provides.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

SHE HAS BEEN CONSISTENT THROUGH OUT THE PERIOD AND HAS SUPPLIED A FIRST CLASS SERVICE

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Amanda continues to provide great financial services to myself and my family.

Please provide a brief comment about your experience with Amanda

Mark Rickards rang me and was very helpful.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Confirmed that official-looking letter I received was a known scammer. No need to top up long-term care bond.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Amanda and her team have provided regular updates on my pension performance which is reassuring, particularly in the light of recent financial market turbulence. It is a great source of comfort to know that my retirement planning is in good hands!

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Amanda has helped us with getting the better deals with our Mortgage and looking at our Pensions updates, she has provided excellent service and great communication

Please provide a brief comment about your experience with Amanda

Informative and pragmatic.

What were the circumstances that caused you to initially look for an adviser?

Retirement.

How has Amanda Reid helped you?

As stated above.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

All service levels are excellent.

What were the circumstances that caused you to initially look for an adviser?

Investment of money from redundancy and inheritance

How has Amanda Reid helped you?

Advice on investments and some tax issues. Set up of Powers of Attorney and a new will.

Have you seen the outcome you were hoping for?

More or less yes.

What could they have done better?

Can’t think of anything

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Continues to review our investments and advise

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Regular reviews of portfolio and attitude to risk. This year I have started pension drawdown, and agreed a plan that maximises tax efficiency. I enjoy discussing market movements, considering opportunities for growth whilst managing risks.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Amanda helped with my Mum’s estate and suggested ways to ensure our money was taken care of. Amanda is very helpful and knowledgeable. I value her advice.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Amanda is a great help at finding the right solutions to fit my exact needs at anytime, things change and Amanda has a great knowledge!

Please provide a brief comment about your experience with Amanda

Albeit I did not speak to Amanda but a colleague of hers, he was very professional and gave me plenty of free advise on my call with him. The information given was very informative and helped me greatly in understanding what i needed to do prior to arranging a further meeting to review my pension options.

What were the circumstances that caused you to initially look for an adviser?

The need for both my wife and I to have a financial structure in place for our pending retirements This was some 15 years ago

How has Amanda Reid helped you?

She clearly explained the options that were available to us at that time and clarified some of the more complicated financial options in layman's terms to include the risks involved

Have you seen the outcome you were hoping for?

After 15 years involvement we are very pleased wo took Amanda's advice and the out comes have been mostly positive covering some very high/low periods

What could they have done better?

Looking back we cannot high light any areas that she could have done better It has been a first class service throughout

What were the circumstances that caused you to initially look for an adviser?

I needed advice on historic pension arrangements and forward financial planning

How has Amanda Reid helped you?

She explained the relatively complex world of financial planning in plain English and co-ordinated other financial institutions to bring all my investments under one umbrella.

Have you seen the outcome you were hoping for?

Early day, but yes. The foundation work has all been done now.

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Inheritance

How has Amanda Reid helped you?

She talked us through the initial steps of how to best protect our investments and how best to secure them for the future. since then, over 12 years, Amanda has met with us annually and has always made herself available when needed.

Have you seen the outcome you were hoping for?

Not quite sure what we were hoping for? However, given the outcomes of the economy over the passed few years we feel confident that our money is far better off in Mandy's hands than it would be in ours. In that sense we are pleased.

What could they have done better?

Amanda is very diligent and personable and we cannot think of any way in which she could improve.

What were the circumstances that caused you to initially look for an adviser?

Presentation by Gemini at Sutton Coldfield U3A

How has Amanda Reid helped you?

Advice on value of Long Term Care bond.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I was not happy with our previous financial advisor and actively seeking a more proactive approach for the range of investments, policies and funds we hold as a company. I had shortlisted Amanda's company Gemini and then had a personal recommendation for Gemini from a good friend who happened to be an accountant. After some initial meetings I was more than happy to move across.

How has Amanda Reid helped you?

Amanda is happy to get involved in some of the minutiae that a client feels is important but is often brushed over in the rush to complete a transaction. She is also contactable easily either directly or through her PA, Lillee in quick time.

Have you seen the outcome you were hoping for?

It is an ongoing movie at present but we are progressing along the right path with Amanda directing.

What could they have done better?

Amanda, Gemini and the team are not responsible for COVID or the Cost of Living Crisis, of course, and that has been costly but the speed of reaction and continuous monitoring gives me confidence we will be in a good position to move forward soon.

What were the circumstances that caused you to initially look for an adviser?

Selling a property

How has Amanda Reid helped you?

Providing a discussion as to our future planning. This was an initial chat in preparation for fuller work in Oct.

Have you seen the outcome you were hoping for?

No, only just started.

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

I am approaching retirement and was looking for advice on how best to plan my finances going forward (primarily, mortgages, pensions and savings)

How has Amanda Reid helped you?

After a few meetings and information gathering Amanda and her team created a detailed financial forecast based on all my details that very clearly outlined my options. This was quickly followed by taking action, with advice on mortgage repayment and assistance in consolidating pensions.

Have you seen the outcome you were hoping for?

Absolutely. This is the first time I have had a clear view of all my finances and feel comfortable that I am getting the best advice.

What could they have done better?

Honestly, absolutely nothing. The approach has been friendly and professional at all times.

What were the circumstances that caused you to initially look for an adviser?

Money doing nothing in the bank

How has Amanda Reid helped you?

Advised me on where to invest

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Amanda has again helped my family and I to invest for the future and to provide protection cover in the even of being unable to work. We feel very trusting in the advice we are given and the company have provided a fantastic service to us. Very happy.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Now that my mother has died Amanda has been very helpful in sorting out her estate. Mums money will now pass on to myself and my husband and Amanda has been giving us information on the best way to keep this and our monies well invested.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Amanda reviewed my current situation and we discussed in detail any changes that had occurred financially. Amanda is always very friendly and approachable and I am always feel confident in the advise she gives.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Continues to provide excellent long-term advice to any of my questions, and keeps me fully updated of market activity and details of my own personal pension performance.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Amanda is always quickly available to address any concerns that i have had.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Mand is a great help with financial planning, she provides sound advise.

Please provide a brief comment about your experience with Amanda

I spoke with Carl from the firm rather than Amanda, but it was a very useful conversation.

What were the circumstances that caused you to initially look for an adviser?

I wanted to get more for my savings.

How has Amanda Reid helped you?

Told me where to invest my money

Have you seen the outcome you were hoping for?

Yes

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

No change from last review.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Been available when I’ve needed to ask questions and get advice.

Please provide a brief comment about your experience with Amanda

never got in touch ???

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Amanda has helped me with sourcing life cover for for myself and my family and also future retirement planning. Her advice and understanding of our needs have been crucial to our decisions and Amanda makes all areas of finance clear.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Amanda has always been in control of my parents finances. As I have POA we decided to leave it that way. We were not happy with our financial advisor so we have changed to Amanda.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Our yearly pension review

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Amanda continues to provide good financial advice about my pension. This is via an annual review meeting. I am extremely confident with her management of my pension fund.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Amanda reviewed my current situation and whether there was any need for any change in my portfolio.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Amanda has explained and helped me to understand how the pension scheme works in a better way.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Just further assurance during this uncertain period and advice on investing the inheritance from my late father following the disposal of his property and distribution of assets under his will.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Continuing support and excellent advice as always from Amanda.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Yes, I had some concerns and Amanda quickly assured me.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Assisted in making decisions about investing money I inherited following my Father's death.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Amanda has helped me plan for my short and long term goals, we have diarised appointments for our next set of objectives and movements.

Please provide a brief comment about your experience with Amanda

Did not speak to Amanda as she was on holiday but had zoom meeting with her colleague Carl Jackson

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Continuation of advice during pandemic and advising on issues resulting from my father's passing in 2020 and needing to deal with probate and his estate.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Continue to give reassurance and feed back

Please provide a brief comment about your experience with Amanda

I was not contacted by Amanda but by a colleague of hers which I was not expecting. I would have rathered that she contact me

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Amanda always puts our best interests first and explains financial matters clearly. I have full trust in her advice and guidance.

What were the circumstances that caused you to initially look for an adviser?

A family member highly recommenced me to use Gemini Wealth, in particular Ms Amanda Reid.

How has Amanda Reid helped you?

Advice on long-term investment.

Have you seen the outcome you were hoping for?

Completely, even during a dip in the global markets during the COVID-19 pandemic, Mandy communicated effectively through email to her clients of the matter.

What could they have done better?

All happy.

What were the circumstances that caused you to initially look for an adviser?

My parents have used Amanda for over 20 years.

How has Amanda Reid helped you?

Amanda always takes her time to help out. She has helped out Mum to sort out her money. She also has set up a Trust.

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Looking to invest some of my Inheritance money

How has Amanda Reid helped you?

Advised me on my best option to invest my inheritance money

Have you seen the outcome you were hoping for?

Not yet to early to say

What could they have done better?

Nothing that I can currently think of happy with the service Mandy offered

What were the circumstances that caused you to initially look for an adviser?

Pension consolidation

How has Amanda Reid helped you?

Explained the regulations and provided a number of options to suit different scenarios

Have you seen the outcome you were hoping for?

Absolutely and am totally satisfied with the guidance, support and outcome.

What could they have done better?

More frequent reviews

What were the circumstances that caused you to initially look for an adviser?

Retirement from National Grid and needed to invest my pension

How has Amanda Reid helped you?

Gave me clear unbiased advice and what would be best for me and my future requirements

Have you seen the outcome you were hoping for?

Define yes

What could they have done better?

They couldn’t have done anything better

What were the circumstances that caused you to initially look for an adviser?

I wanted advice on my pension

How has Amanda Reid helped you?

Amanda provided an initial free telephone consultation with no obligation. This was followed up with a face to face appointment and I was happy with advice I received .

Have you seen the outcome you were hoping for?

I am very happy with the management of my pension fund,

What were the circumstances that caused you to initially look for an adviser?

nearing retirement and wanted financial advice

How has Amanda Reid helped you?

Amanda is very knowledgeable and assisted me in planning for my retirement. She sorted a pension transfer for me as well as a general look at my finances as a whole.

Have you seen the outcome you were hoping for?

Yes, absolutely. In the COVID climate I was expecting a massive negative impact on my pension fund, but I need not have worried, her professional management of my fund ensured I had nothing to worry about.

What could they have done better?

No, I'm very happy with what she does for me.

What were the circumstances that caused you to initially look for an adviser?

Having three pension pots and trying to understand how best to plan for retirement and what the options were?

How has Amanda Reid helped you?

Amanda carried out an in depth analyse of our asperations for the future. Outlined pension options, inline with our predicted expenditure and at our planned retirement date. We also, as a result of Amanda's advise put in place all the other necessities that we hadn't thought about or didn't get around to.

Have you seen the outcome you were hoping for?

Yes, we are more than Happy with Amanda's help & advise. We now have a clear plan for our future.

What could they have done better?

Nothing, its been like speaking to a friend who gives you the confidence to move forward with the facts at hand.

What were the circumstances that caused you to initially look for an adviser?

I needed an unbiased review of my private pension.

How has Amanda Reid helped you?

Amanda discussed my available options in order to manage my pension based on my level of risk I was willing to take in my portfolio.

Have you seen the outcome you were hoping for?

Yes. I am now retired and have not needed to access my private pension as yet.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

Seeking future stability

How has Amanda Reid helped you?

Gave me professional help and guided me to my future pension payout.

Have you seen the outcome you were hoping for?

Not yet but so far I am pleased to what she has advised me.

What could they have done better?

Ask less personal questions.

Please provide a brief comment about your experience with Amanda

No call back from Amanda so could not discuss my requirements.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Continuing advice on investment and comforting advice during the pandemic when issues were quite volatile and uncertain. As my father passed away in 2020 have sought further advice re my inheritance and future investment for my daughters and grandchildren.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Ongoing pension advice

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

We have exchanged information about the markets.

Please provide a brief comment about your experience with Amanda

Amanda could not help with my final salary pension scheme

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Amanda continues to provide us with quality financial advice in an easily understood nature and with a calmness of approach.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Confirmation that investments are secure in current difficult circumstances.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Yes

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Amanda is a great help working with us on all aspects of our financial planning and keeping us up to date with changes. Especially in the current times.

Please provide a brief comment about your experience with Amanda

Excellent and professional advice for pensions Very friendly and listens to you Thank you very much for your advice

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Giving some reassurance in the difficult times we are facing.

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Been reassuring about investments

This review is a follow-up review from a client who left a review previously.

How has Amanda Reid helped you since your last review?

Satisfied with her advice. No change in my opinion.