Julian Sutton
Director @Gemini Financial Planning Ltd
Cheltenham, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2012 — Present
Director @Gemini Financial Planning Ltd
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Cheltenham, GB
Director and Chartered Financial Planner/Fellow of the PFS providing Independent Advice to private and corporate clients regarding Retirement Planning, Inheritance Tax Planning and InvestmentsWe also provide Whole of Market advice on Mortgages and Protection Advice.
SKILLS
Estate PlanningRetirementStrategic Financial PlanningInvestment AdvisoryPortfolio ManagementMilitaryIntelligence AnalysisFinancial PlannersFixed AnnuitiesFinancial AdvisoryPersonal ProtectionInvestment StrategiesAlternative InvestmentsIndependent Financial AdviceCritical IllnessFinancial ServicesHigh Net Worth IndividualsInheritance Tax PlanningWealthTrust ServicesEquity ReleaseSecurity ClearanceAsset ManagementQropsHolistic Financial PlanningRetirement PlanningMortgage MarketingAsset AllocationSavingsSaving for EducationWealth AccumulationProtectionPensionsSippMortgage LendingIncome ProtectionCommercial MortgagesFixed IncomeEtfsSecurity Management
ABOUT JULIAN SUTTON
As a Chartered Financial Planner and Fellow of the Personal Finance Society, I help both…
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