Investment Advice

Gemini provide both individuals and Small Businesses with a range of independent investment, wealth management and financial advisory services.

The ever-developing and complex investment environment can be a minefield to navigate, individuals and businesses alike will often need the help and support of independent financial advisers, specialising in the investment sector.

Our in-depth experience of the financial services industry means we are well placed to help with:

  • Investing for Growth
  • Investing for Income
  • Company Investments
  • Individual Savings Accounts (ISAs)
  • Tax Planning
  • Regular Savings Plans

For more information on Investment Planning, call us FREE on 0800 255 0123 or click here for one of our advisers to contact you.

Book your FREE, no obligation discussion today. Schedule Appointment

Sign Up to our mailing list - Receive regular news, tips and financial commentary from the Gemini Team.

Latest News

  • 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. [...]

  • While we may often neglect our health, many people are finding it at the forefront of their thoughts in the current climate. People across the world are taking measures to avoid the virus, both for their own wellbeing and to protect the vulnerable people around them. [...]

  • Most of us put off estate planning as we don’t want to deal with difficult decisions or tempt fate. But there is nothing like a global pandemic to remind us of our own mortality, and consider how our loved ones would cope if anything happened to us. [...]

  • At times like these, we look to potentially save on unwanted expenditure, BUT, beware of cancelling protection insurance policies [...]

  • 1 in 8 homebuyers don’t discuss their protection needs! Buying a property is usually the biggest financial obligation many of us will take on in our lifetime, and it’s an obvious moment to pause and consider our protection needs. [...]

  • While many clients understand the potential of an investment plan, or the tax-efficiency of a pension, estate planning is a less exciting prospect. No one wants to think about their own mortality, and taking steps to plan for death can seem like tempting fate. [...]

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.

Website by Mellow Marsh Software
© Gemini Wealth Management Ltd
Privacy Notice | Cookie Policy