Gemini Wealth Management believes the best way to provide our clients with professional, unbiased advice is to be an Independent Financial Adviser (IFA). The big advantage of independent financial advice is that our clients have access to all providers through a qualified Wealth Manager.
All Gemini Wealth Managers (advisers), are fully trained and qualified and hold relevant financial accreditations. We are available to answer your financial queries in a clear, concise and easy to understand way.
Areas of advice include:
- Investment Advice
- Pensions & Retirement Planning
- Will Writing & Lasting Powers of Attorney
- Inheritance Tax planning
- Corporate & Business Advice
- Mortgage advice
Gemini pride themselves on their innovative Quarterly review service. Our enviable level of customer service centres around this 90 day fund review, providing clients with quarterly investment reports, portfolio reviews, advice and recommendation. In addition we provide an annual review for the purpose of making any adjustment to a portfolio to ensure that it remains appropriate for your needs.
With a wealth of experience and industry knowledge, Gemini clients receive advice which is tailored to their personal needs and expectations. We recognise that our clients are at the heart of our business and are why we believe in building long term relationships and providing high levels of service. We are aware that we can only secure trust and loyalty from our clients by continually providing first class financial advice.
Gemini Wealth Management is Authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate Will Writing, Tax advice or Powers of Attorney.
Registered in England and Wales No 5919877