Gemini Wealth Management

personal financial
planning,
specialists
& advisors.

Request Pension Review

Financial advice can only be a positive thing when making personal contributions or additional contributions to a pension, whether a personal pension, stakeholder pension, group pension scheme or voluntary contributions to Free Standing AVC's, not forgetting pension tax relief. It is vital to arrange help when considering retirement planning as you need to be fully aware of your chosen retirement age and the retirement income you will need to live a happy and fruitful retirement. When purchasing the annuity that will pay you your income in retirement or, if a drawdown or phased retirement plan needs to be arranged all of this can only happen if you are saving for retirement correctly, in other words pension planning is a must, especially when early retirement is being considered. To that end we ask that you complete the form opposite and email to us so that we can discuss your future in more depth. As we are based in the West Midlands we are able to discuss your needs by phone or email, although a face to face meeting can be arranged.

So, if you would like to arrange a stakeholder pension or personal pension or, if you have an existing personal pension and want advice with regards to pension planning, personal contributions, early retirement, pension tax relief, income in retirement, or if you need help with additional contributions to a Free Standing AVC, or if you want to discuss pensions in general including company pension schemes, drawdown or phased retirement, please complete the enquiry form below or give us a call or email us - an initial consultation over the phone is always free and non-obligatory.


Name*

Date of Birth

Selected Retirement Age

Partners Date of Birth (if married)

Phone*

Email*

Address

Postcode*

Message

Your Pension Provider 1

Provider Name

Policy Number

Value of Fund

Your Pension Provider 2

Provider Name

Policy Number

Value of Fund

Your Pension Provider 3

Provider Name

Policy Number

Value of Fund





Primary regions covered: East Midlands: Derbyshire, Leicestershire, Lincolnshire, Northamptonshire and Nottinghamshire. East Anglia: Cambridgeshire, Norfolk, Suffolk. West Midlands: Hereford and Worcestershire, Shropshire, Staffordshire, Warwickshire and West Midlands.

Primary towns covered: Midlands: Birmingham, Nottingham, Leicester, Coventry, Stoke-on-Trent, Wolverhampton, Derby, Northampton, Dudley, Norwich, Northampton, Walsall, Mansfield, Ipswich, Oldbury, Smethwick, Telford, West Bromwich, Peterborough, Nuneaton, Cambridge, Milton, Sutton Coldfield, Lincoln, Chesterfield, Solihull, Worcester, Staveley, Warwick, Leamington, Cannock, Great Wyrley, Tamworth, Redditch, Astwood Bank, Newcastle-under-Lyme, Chesterfield, Mansfield, Lowestoft, Shrewsbury, Great Yarmouth, Beeston and Stapleford, Cannock, Stafford, Rugby, Burton Latimer, Kettering and Hereford.

Gemini Wealth Management provides private individual wealth management and corporate planning services including; financial planning, financial products advice, investment and tax efficiency advice, to the towns and counties above as well as other areas in the UK.

 

Gemini Wealth Management Ltd is Authorised and regulated by the Financial Conduct Authority Registered in England & Wales No. 5919877 Registered Office: Gemini House, 71 Park Road, Sutton Coldfield, West Midlands B73 6BT The Financial Conduct Authority does not regulate tax and trust advice, will writing and some forms of buy to let mortgages. The guidance and/or advice contained in this website is subject to regulatory regime and is therefore restricted to consumers based in the UK.

© Gemini Wealth Management Limited