Personal Advice

Gemini believes that 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 you have access to all providers through a qualified adviser.

In everything we do, we seek to challenge your expectations regarding financial planning. We believe that professional, financial planning has the power to improve the quality of life.

We take the time to understand your current needs and objectives whilst also considering your future personal and family requirements. Financial products often change, as do many regulations surrounding them - and of course your own priorities may also change; having a trusted adviser to assist you is essential

At Gemini, we work in partnership with our clients for the long term, always there when you need us. People are central to everything we aspire to and everything we deliver is designed around our clients.

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Latest News

  • We all want our children grow into successful and responsible adults. Passing exams and starting a career can help to get them on this path, but they don’t nurture many of the life skills we take for granted. [...]

  • If you read the financial press, you will see a lot of speculation about what you can, or should, invest in. Social media is no different, with stock tips and investment forums building up a significant online following. [...]

  • Many couples keep their finances separate, which makes sense in some situations. If both parties are financially independent and contribute equally, it can be a fair and sensible way of managing household finances. [...]

  • Remortgaging can be a useful way of improving your deal, raising additional funds, or restructuring your financial arrangements. [...]

  • As the Covid restrictions are gradually lifted, normality is starting to appear on the horizon. Throughout 2020 it was difficult to make plans for next week, let alone the rest of your life. But the new tax year, and the prevailing optimism, mean it is a great time to start planning and catch up on missed opportunities. [...]

  • The pandemic has caused financial hardship for many people, with multiple industries still facing uncertainty. But for those fortunate enough to stay in work, or be covered under the furlough scheme, there have been fewer opportunities to spend money. Long, sociable lunches, after work drinks and foreign holidays have been off the menu for over a year. While many of us might have splashed out on new tech, home improvements and leisurewear, the savings still add up. [...]

  • As you work towards financial independence, protection is an important part of the plan. Having the right insurance can mean that your financial plan stays on track, even if the unexpected happens. [...]

  • Gemini Professional & Financial Group are delighted to announce the appointment of Cristian De Zen as our new Investment Manager. [...]

  • When you think of retirement planning, pensions are probably the first thing that comes to mind. Most people have a pension through their employer and have contributed for at least part of their working life. [...]

  • As the economy starts to take tentative steps towards recovering from the pandemic, inflation has become a key area of concern. [...]

  • Sustainability is an important measure of a company’s credibility, whether the industry is food production, travel, or fashion. It has become increasingly relevant to the investment process, as companies aim to operate more ethically, and consumer appetite for sustainable investing has risen. [...]

  • Just over a month since the Budget, what does it mean for you? We have highlighted the key points to note, following Chancellor Rishi Sunak's announcement [...]

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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