About Us

Established in 2006 in Sutton Coldfield, the Gemini team provides professional, unbiased, financial products advice, financial planning, investment, wealth management and tax efficiency advice to both private individuals and businesses alike.

Our team of qualified, accredited financial advisors utilise in excess of 300 years combined experience to work closely with clients to provide the most effective financial advice to meet your own unique requirements.

Unless you work in the financial services industry, financial planning and decision making can be a virtual minefield, causing undue stress whatever your level of investment. Our team of IFA's are available to help you make the right decisions regarding your money, helping to remove unnecessary stress.

Our philosophy is always to:

  • Provide friendly, courteous and efficient service;
  • Always exceed your expectations;
  • Listen to what YOU are saying;
  • Communicate with you quickly and fully;
  • Never surprise you with costs you're not expecting;
  • Be honest, truthful and upfront with you at all times;
  • Aim for you to pay the least amount of tax payable within the law;
  • Provide pro-active business advice wherever possible.

To find out more about how our team of Financial Advisers can help you please call FREE on 0800 255 0123 or contact us here

Latest Blogs

  • 1 week ago

    The National Employment Savings Trust (NEST) is a defined contribution workplace pension scheme set up by the UK government to support auto-enrolment. NEST provides one pension pot per person, ensuring a simple, cost-effective, easy-to-track pension scheme for individuals who might subsequently change their job or stop working altogether. [...]

  • Although retirement may seem like something that might happen in the distant future, it is important to plan ahead. Time is your most valuable weapon. Building sufficient assets to fund your retirement will take a long time and it's worth getting into the savings habit as early as possible. Even putting away a small amount on a regular basis can make a real difference over the long term. [...]

  • The entire Individual Savings Account (ISA) allowance of £20,000 for the tax year 2018/19 can be invested in cash, stocks and shares, or a combination of the two. Investors can choose from a vast array of investment options ranging across global equity and bond markets. [...]

  • Individual Savings Accounts (ISAs) are tax-efficient savings vehicles that allow you to save and invest without having to pay income tax or capital gains tax. They can be a good way for people to start saving or to add to their existing portfolio of savings and investments. [...]

  • Securing your financial future has become more important than ever before. Against a seemingly relentless backdrop of newsflow about pressures on state benefits – and particularly pensions – we have to prepare for our own financial futures by taking greater levels of responsibility for our personal savings and investments. [...]

  • Individual Savings Accounts (ISAs) are tax-efficient savings vehicles that allow you to save and invest without having to pay income tax or capital gains tax. They can be a good way for people to start saving or to add to their existing portfolio of savings and investments. [...]

  • 5 months ago

    Chancellor of the Exchequer, Philip Hammond, delivered his second Budget to Parliament on 22 November 2017. In every Budget there are winners and losers and Autumn Budget 2017 was no different. In his keynote speech given to MPs in the Commons, Mr Hammond signalled that he will allocate funds to ‘invest to secure a bright future for Britain’, saying the Budget is about much more than Brexit. [...]

  • 10 months ago

    It has long been recognised that medical advances, combined with a greater understanding of the impact of our lifestyle choices upon our health, have led to an increase in life expectancy. Looking ahead, future generations are, on average, likely to enjoy much longer and healthier lives than their predecessors. [...]

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 those based in the UK.

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