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 @
- 2006 -now Wealth Manager @
- 2020 -now Advisor @
- 2004 -2006 Independent Financial Advisor @ Exclusive Financial Services
- 1998 -2004 IFA @
- 1996 -1998 Mortgage Consultant @ Homeowners
- 1985 -1996 Key Account Manager @ Royal & Sun Alliance
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
- Financial Planning
- Critical Illness
- Retirement
- Strategic Financial Planning
- Small Business
- Financial Advisory
- Business
- Mortgage Lending
- Financial Services
- Estate Planning
- Investment Strategies
- High Net Worth Individuals
- Savings
- Financial Planners
- Portfolio Management
- Investment Advisory
- Wealth Accumulation
- Fixed Annuities
- Personal Finance
- Trusts
- Wealth Management Services
- Asset Allocation
- Equity Release
- Funding
- SIPP
- Holistic Financial Planning
- Long-term Care
- Unit Trusts
- Personal Financial Planning
- Life Insurance
- Offshore Investments
- Mutual Funds
- Alternative Investments
- Personal Pensions
- Finance
- Wills
- Asset Management
- Private Banking
- FSA
- Long Term Care
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.
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