In line with current Government guidelines, we have taken the decision to reduce the numbers of staff at our Head Office in Sutton Coldfield with the majority of staff returning to working remotely.
However, to reassure you, it is business as usual and we are still available to contact by phone and email as all our systems can be accessed and operated remotely.
Indeed, it is times like these where you may need to seek additional advice from financial services professionals. Both our Wealth Managers and Estate Planning Consultants remain available to assist you and are able to offer guidance on the phone, by email or by video technology.
Please contact us FREE on 0800 255 0123 or email info@gemini-wm.com where we will do our best to assist you.
We would also like to extend our offering to your family, friends or colleagues so please do pass on our details. We are here to help!
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Please feel free to explore our offices at Gemini House via our interactive tours below. You can find your way through our building by clicking and dragging the image but we have made access to certain areas more immediate by providing them as the links below.
Click the images to open the interactive tour.
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After the (more or less) steady market growth over the past five years, the recent volatility has come as a shock to many investors. The economy is cyclical, and downturns are a feature of investing. We have to assume they will occur, just as we understand that they are usually followed by a recovery, during which any losses are more than recouped. It’s impossible to predict the timings, but over a lifetime of investing, it’s reasonable to assume that short periods of volatility will be ironed out. [...]
While financial protection products are not particularly complicated, the range of options available can sometimes be a little daunting. How can you decide which type of cover you need, how much to insure for, and which optional extras to include? [...]
With careful planning, it’s possible to reduce, or even avoid Inheritance Tax (IHT). The key is to plan ahead and make the most of gifting allowances during your lifetime. [...]
Financial planning is the process we use to help you achieve your goals. A financial plan combines several different aspects, such as tax efficiency and risk management, to arrive at the best solution for you. [...]
Working with a financial planner can be life-changing. It can help bring clarity to your goals and allow you to really make sense of your money. But equally, a relationship with a financial professional is not a decision to be taken lightly. This is a person that you will hopefully want to meet up with at least once a year, maybe more, and who you will need to entrust with your personal information and most deeply-held goals. [...]
During the lockdown months of 2020 many commentators speculated that the UK was heading into a major period of recession - despite the UK government’s attempts to support the economy with its Job Retention Scheme and other measures [...]
Income protection is an often overlooked member of the personal insurance family. While most people have life cover, and most have at least heard of critical illness, many are unaware of the benefits an income protection policy can offer. [...]
Estate planning is an often neglected area of financial planning. This is understandable, as no one likes to think about the worst happening. But a strong estate plan has a number of benefits [...]
The world has changed in recent months, and many people have discovered that their jobs are not as secure as they once thought. It remains to be seen how we will emerge from the pandemic, both as a society and as an economy. Redundancy is a significant concern across a number of industries. [...]
Many media outlets and pundits anticipated that the Chancellor’s Summer Economic Update would not contain major policy developments. Yet there was a range of announcements that will likely have important implications for the UK economy and household finances. [...]
The latest issue of our moneymatters magazine is now available to downlaoad. A return to how life was at the start of 2020 is some way off. Even now that lockdown restrictions are starting to be eased, coronavirus (COVID-19) will continue to affect our lives in many ways. [...]
With the recent uncertainty surrounding Coronavirus and oil prices, despite us being well into the tax year, many people are adopting a ‘wait and see’ approach before putting any more money into the market via their ISAs or pensions. [...]
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.
