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.

Latest Blogs

  • 2 weeks 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 [...]

  • With Brexit still unresolved and the clock counting down to the 29 March deadline, Prime Minister Theresa May announced that a second “meaningful vote” on her Brexit deal will be held today. If the Government loses the vote, it will table a motion asking MPs if they support leaving with “no deal”. If MPs reject this motion, the Government will seek to extend the Brexit deadline. [...]

  • 4 months ago

    Gemini Professional Financial Group is proud to announce their sponsorship of the Moseley Rugby Club’s Under 14’s Team [...]

  • 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. [...]

  • 2018 proved to be the worst year for global markets since 2008. The MSCI World Index fell by 10.4% over the year as a whole, dragged down by widespread economic and political concerns. Markets seesawed during December as investors reacted to newsflow over Brexit, trade tensions, and the prospect of a shutdown of the US government. [...]

  • Philip Hammond, the Chancellor of the Exchequer, delivered his third Budget to Parliament on 29 October 2018 and what should be the last one before Brexit in March next year. What should you take away from this year’s Chancellor’s Autumn Budget 2018? [...]

  • A new study highlights the value of employee benefits to SMEs and their employees. For SMEs, the balance between boosting the bottom line and ensuring employees are paid fairly is something of a tightrope. [...]

  • Gemini Professional Financial Group, the financial services group headquartered in Sutton Coldfield, recently held its 9th annual golf day to support it’s two Charity Partners – Acorns Children’s Hospice and Sutton Cancer Support Centre [...]

  • Most over-45s are not making plans to match their hopes for the future, according to research from Standard Life[1]. The vast majority (86%) of those aged 45 or over are already dreaming about escaping their working life for retirement, but only 8% of the same age group have recently checked the retirement date on their pension plans to make sure it is still in line with their plans. [...]

  • 1 year 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. [...]

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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