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Our Address

Gemini Wealth Management
Gemini House
71 Park Road
Sutton Coldfield
West Midlands
B73 6BT
Tel: 0800 255 0123
Fax: 0121 354 1363

Opening Times

Monday
8:00am to 5:30pm
Tuesday
8:00am to 5:30pm
Wednesday
8:00am to 5:30pm
Thursday
8:00am to 5:30pm
Friday
8:00am to 1:00pm
Saturday
Closed
Sunday
Closed

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Latest News

  • Women more vulnerable to cost of living crisis Throughout their lives, women face a number of challenges that can place them at a financial disadvantage compared to their male counterparts. This can include inequality of pay at work, taking career breaks or taking part-time positions due to an expectation they will take on greater responsibility for family commitments. [...]

  • 3 days ago

    Major long-term ramifications for financial health and wellbeing A perfect storm of global and domestic factors has contributed to spiralling inflation in the UK, triggering a cost of living crisis. This is pushing up the prices of food, fuel and housing. This crisis is by far the top concern for UK consumers: 58% are very worried about it, rising to 69% of women, according to research[1]. [...]

  • Choosing an investment style that best suits your needs Investment styles are professional strategies used to create and manage portfolios. Different styles can range from aggressive growth to conservative investments. Depending on the investor's goals, interests and risk tolerance level, they can choose a style that best suits their needs. [...]

  • Three in five Britons feel stressed about later life planning It’s only natural, in a world where most people are worried about things that are beyond their control – the rising cost of living, increasing inflation and interest rates that haven’t been seen for years – that you may also feel out of your depth when it comes to things like pensions and later life preparations. [...]

  • Nearly half of pension holders have lost track of some of their pension pots The lost pensions challenge in the UK has grown significantly in recent years, further exacerbated by the pandemic, which resulted in a large proportion of people moving jobs. A recent Pension Policy Institute research briefing calculated the total value of lost pension pots has grown to £26.6 billion in 2022[1]. [...]

  • Harder to support bigger financial commitments of older generation parents Many people want to do what they can to ensure they maximise the amount they leave to their family and minimise Inheritance Tax, but working out how much you can afford to give away during your lifetime isn’t easy. [...]

  • Helping you feel confident your family’s finances are secure With a New Year comes resolutions. Everyone should make a resolution to review their protection and estate plans. A solid plan will help you feel confident your family’s finances are secure. [...]

  • Unique retirement planning challenges women face Women make up nearly half of the UK workforce, but many feel forced to reduce their hours at work, pass up promotions and even leave their jobs due to lack of menopause support. While symptoms vary between individuals, for many women the menopause can have a big impact on their everyday life. [...]

  • 2 weeks ago

    Time for a tax health check? With the current tax year having begun on 6 April 2022, the clock is ticking and it is important to utilise all the tax reliefs and allowances available to you before 5 April 2023 in order to minimise any potential liabilities. [...]

  • State Pension is set for a record-breaking increase from April 2023 If you’re currently receiving or have been looking into the State Pension, then you’ve probably heard of the ‘triple lock’. But what is it? [...]

  • Use your tax-efficient allowance or lose it forever! Time is running out to take advantage of this year’s Individual Savings Account (ISA) allowances. You get one ISA allowance per tax year. So use it or lose it soon, when the tax year ends on 5 April. Any unused ISA allowance will not be rolled over into the new tax year. On 6 April when the new tax year starts, if you haven't used all of your or your children's ISA allowances from the previous tax year, they will be lost forever. [...]

  • Pre-retirees starting their plans but will rising living costs halt their plans? Retiring early is a dream for many people and it is achievable for people who have been able to plan, save into a pension over a long period and taken financial advice to help them plan their finances. However, it can become a financial problem if retirement is forced upon people before they have had time to prepare. It’s estimated that to maintain your current lifestyle, you’ll need around 60 – 70% of your present monthly income. The reduced outgoings are due to not having a mortgage to pay, reduced commuting spend and, hopefully, your children can now support themselves financially. [...]

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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