Alistair Wallace Email

Independent Financial Adviser @ Gemini Wealth Management Ltd

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Alistair Wallace Location

Burnham-on-Sea, GB

Alistair Wallace Work

2006 - now Independent Financial Adviser @ Gemini Wealth Management Ltd
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2006 - now Wealth Manager @ Gemini Wealth Management Ltd
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2020 - now Advisor @ ProLongevity

2004 - 2006 Independent Financial Advisor @ Exclusive Financial Services
1998 - 2004 IFA @ Weston Financial Group, Inc.
1996 - 1998 Mortgage Consultant @ Homeowners
1985 - 1996 Key Account Manager @ Royal & Sun Alliance

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Alistair Wallace Education

Hills Road Sixth Form
A levels
1979 - 1982
Comberton Village College
1974 - 1979

Alistair Wallace Skills

Financial Advice
Wealth
Wealth Management

Pensions
Protection
Investments
Income Protection
Mortgage
Retirement Planning
Inheritance Tax Planning

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Alistair Wallace Summary

Alistair Wallace, based in Burnham-on-Sea, GB, is currently a Independent Financial Adviser at Gemini Wealth Management. Alistair Wallace brings experience from previous roles at Gemini Wealth Management, ProLongevity, Exclusive Financial Services and Weston Financial Group. Alistair Wallace holds a 1979 - 1982 A levels @ Hills Road Sixth Form. With a robust skill set that includes Financial Advice, Wealth, Wealth Management, Pensions, Protection and more. Alistair Wallace has 3 emails on RocketReach.

Alistair Wallace Emails

Found 3 emails

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Alistair Wallace

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- gmail.com
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Alistair Wallace

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Alistair Wallace

Portfolio Manager at Citadel

United Kingdom
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- gmail.com
- citadel.com
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Alistair Wallace

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2
- jefferies.com.au
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Top Gemini Wealth Management Ltd Employees

Amanda Reid

Chief Executive Officer and Wealth Manager at Gemini Wealth Management Ltd

England, United Kingdom
1
- gemini-wm.com
Mark Thomas

Head of Advice at Gemini Wealth Management Ltd

Burntwood, GB
1
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Lisa Maddock

Compliance at Gemini Wealth Management Ltd

United Kingdom
2
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Mustafa Amar

Trainee Investment and Portfolio Analyst at Gemini Wealth Management Ltd

The Royal Town of Sutton Coldfield, GB
2
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Oliver Richards

Paraplanner and Trainee Financial Adviser at Gemini Wealth Management Ltd

None
1
- gemini-wm.com

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