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.

Download our Company Brochure; 'Your money - Your future' here

Your money - Your future

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

  • On Thursday 26 March, Chancellor Rishi Sunak made his long-awaited statement about the Covid-19 government support scheme for the self-employed, called the Self-employment Income Support Scheme (SEISS). Reports suggest that the announcement had been slow to arrive because of the greater difficulty in structuring and running a scheme that relied on annual information (via tax returns) and could not operate via the PAYE system. [...]

  • The 11th March Budget from the new Chancellor, Rishi Sunak, included £7 billion of expenditure targeting the impact of Covid-19 on employees, the self-employed and businesses. On 17th March a further raft of measures was announced, amounting to an additional £20 billion of support expenditure plus £330 billion of loan guarantees. By 20th March another round of support was announced of such size that no price tag was attached. [...]

  • We are in unprecedented times. In line with current Government guidelines, we have taken the decision to close our office and we are operating a working from home policy for the majority of the team. [...]

  • 3 weeks ago

    The new Chancellor of the Exchequer, Rishi Sunak, delivered his inaugural Budget to parliament on 11 March 2020, amid the backdrop of a growing threat to the economy from the global outbreak of coronavirus (COVID-19) – this Budget he announced aims to bring ‘stability and security’. [...]

  • If you have picked up a newspaper, switched on the TV or even looked at your phone in the last month, you will have heard of Coronavirus. As with any public health concern, there is a great deal of scaremongering mixed in with the genuine facts. [...]

  • We know that age is just a number, and for different people, it means different things. It’s also a phrase used by some people who oppose age restrictions. In the UK, 65 years of age has traditionally been taken as the marker for the start of older age, most likely because it was the official retirement age for men and the age at which they could draw their State Pension. [...]

  • Whether it’s stopping smoking, losing weight, eating more healthily or getting fitter, most of us have probably made at least one New Year’s resolution, but how many of us will actually go on to achieve it? We all have different financial goals and aspirations in life, yet these goals can often seem out of reach. In today’s complex financial environment, achieving your financial goals may not be that straightforward. [...]

  • The latest edition of our moneymatters newsletter is now available to download. Inside this issue, we look at a number of the topical financial planning stories making the news agenda. [...]

  • At the time of writing, the UK Government said it is ‘ready and willing’ to do a deal to leave the EU if new terms are negotiated with Brussels. But the new Prime Minister, Boris Johnson, has vowed the UK will leave the EU ‘come what may’ by 31 October – the date the UK must depart if no deal has been reached. [...]

  • Gemini Professional Financial Group, the professional services company headquartered in Sutton Coldfield, recently held its 10th annual golf day in support of its new Charity Partners – The Michael Lewis Foundation and Remap UK. [...]

  • Saving for your child’s future is a fantastic way to help them pay for some of life’s big expenses when they get older, such as University, marriage or buying their first home. Yet many parents face the dilemma of whether they want their child to have access to the money set aside once they become an adult at 18, fearing they’ll squander the cash before they can use it for something important. [...]

  • 11 months ago

    Having delayed Brexit from 29 March to 12 April, Prime Minister Theresa May agreed a new Brexit deadline of 31 October with EU leaders [...]

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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