Gemini Professional Financial Group

Financial Adviser in Sutton Coldfield

Gemini Wealth Management, part of the Gemini Professional Financial Group, was established in late 2006 to bring together the combined experience of 5 well respected Independent Financial Advisers. Based in Sutton Coldfield, our entrepreneurial team has grown over the years to include 6 additional advisers and support staff to help with marketing, administration, investment management, technical support and finance to maintain the exceptional levels of customer service that Gemini are known for.


We work closely with our clients to provide a wide range of financial services and specialist tax advice. Our team of wealth managers in the West & East Midlands has many years’ experience in delivering professional, financial advice to private and corporate clients across the local area and always endeavour to exceed expectations.


Our philosophy is always to do our utmost to...


• Provide friendly, courteous and efficient service

• Always exceed your expectations

• Listen to what YOU are saying

• Communicate with you quickly and fully

• Never surprise you with bills you're not expecting

• Be honest, truthful and upfront with you at all times

• Aim for you to pay the least amount of tax payable within the law

• Provide pro-active business advice wherever possible


At Gemini we understand that choosing a Financial adviser can be a difficult process and that you need to find someone who you can trust to manage and advise on your financial future. That is why we work hard to provide an open, honest service. What Do Our Financial Advisors Do?


• We review the performance of your investment or pension every 90 days and provide a portfolio valuation report*

• We manage in excess of £290 million of client investments

• We are ranked 1st for pensions, 1st for both pre and post retirement advice and 1st for overall advice out of 252 IFA firms operating in the Birmingham area (

• We have an extensive website and broadcast monthly investment briefing webcasts from our in-house investment team 

• We offer a secure client login portal via our website enabling clients to access their portfolio valuation report*


* Subject to service level


Our Services


  • Investment Advice
  • Pension & Retirement Planning
  • Inheritance Tax Advice
  • Pre Retirement Planning
  • Individual Savings Accounts
  • Income Drawdown
  • Estate Planning
  • Will Writing
  • Lasting Powers of Attorney
  • Mortgage Advice
  • School Fees Planning
  • Employee Benefits
  • Corporate Advice
  • Protection Insurance
  • Business Protection
  • Funeral Plans

Contact Details

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0121 354 2700

0800 255 0123



Gemini House,
71 Park Road,
Sutton Coldfield,
West Midlands,
B73 6BT

List of Services


  • Bonds
  • Collectives
  • EIS
  • Endowments
  • Fixed Interest
  • Investment Trusts
  • ISAs
  • OEICs
  • Offshore Collectives
  • Structured Products
  • Unit Trusts
  • VCT


  • 1st Time Buyer
  • Buy to Let
  • Commercial
  • Endowment
  • Equity Release
  • Help to Buy
  • Interest Only
  • Let to Buy
  • Remortgaging
  • Repayment
  • Shared Equity


  • Annuities
  • auto enrolment
  • Executive Plan
  • Final Salary Pension
  • Income Drawdown
  • Occupational
  • Personal Pension
  • Retirement Plan
  • SIPP
  • SSAS
  • Stakeholder
  • State Pension advice

Personal Insurance

  • Convertible Term
  • Critical Illness
  • Decreasing Term
  • Endowment
  • Family Income Benefit
  • Income Protection
  • Increasing Term
  • Investment Linked
  • Level Term
  • Long Term Care
  • Permanent Health Insurance
  • Private Medical
  • Renewable Term
  • Whole of Life
  • With Profits

Business Insurance

  • Key Person
  • Pension and Capital
  • Share Protection

Wealth Preservation

  • Inheritance Tax
  • Trust Information

FCA Authorisation

Firms must adhere to strict rules and regulations if they are to maintain their position on the FCA register.


Click on the link below in order to be directed to the FCA Registry list, from there you will be able to input the Firm's details, so you can see their FCA registered profile.


Gemini Wealth Management Ltd is Authorised and regulated by the Financial Services Authority Registered in England & Wales No. 5919877 Registered Office: Gemini House, 71 Park Road, Sutton Coldfield, West Midlands B73 6BT The Financial Services 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 consumers based in the UK.

Having trouble with all the Financial terminology?

Understanding all the Financial terminology can be difficult, thats why have added definitions for every Financial Service mentioned above.


Use our Financial Dictionary page to find a specific definition and understand more about the Financial products on offer by Financial Advisers.

Print Print | Sitemap Ltd. Company Registration Number: 0777 7471. Copyright © 2013 - 2018 All rights reserved. Find Accountants, Financial Advisers, Business Loans. Registered office: The Mill Building, 35 Chatsworth Road, Worthing, West Sussex, BN11 1LY. Open hours: 09:00 - 17:00, Monday to Friday.