Alistair Wallace

Alistair Wallace

Gemini Wealth Management Limited

Alistair's reviews

Reviewed for

Insurance and Protection ( 9 )

Mortgages ( 3 )

Pensions ( 39 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 18 )

Investments and Savings ( 37 )

Pension Transfers - Non Specialist ( 9 )

Inheritance Planning ( 10 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 7 )

Financial Planning ( 9 )

Financial Mentoring ( 5 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 9 )

£100k - £200k ( 5 )

£50k - 100k ( 10 )

Up to £50k ( 13 )

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Alistair

Helpful, easy to understand, patient and kind. Speedy contact and great communication.

First impression

by a VouchedFor user

4 months ago

Overall

Please provide a brief comment about your experience with Alistair

No pressure discussion about issue of interest. Essentially confirmed my own conclusions about way forward. Thank you.

Alistair:

Hi Malcolm Many thanks for the feedback. It is a topic that can be a bit of a maze, as we discussed. I am still going to feedback with regards to additional possible solutions - Christmas period is causing some delays. Be in touch soon. A
First impression

by a VouchedFor user

9 months ago

Overall

Please provide a brief comment about your experience with Alistair

Alistair was very helpful and knowledgable when he phoned me.

First impression

by a VouchedFor user

10 months ago

Overall

Please provide a brief comment about your experience with Alistair

Pleasant telephone conversation - Alistair explained clearly and answered my query.

First impression

by a VouchedFor user

a year ago

Overall

Please provide a brief comment about your experience with Alistair

Made the effort to contact me even though I was a bit tardy in replying. Listened to me, and clearly explained the options for my situation. Gave me the confidence to go forward and without any reward for him.