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 (source:www.mytouchstone.co.uk)
• 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
0121 354 2700
0800 255 0123
71 Park Road,
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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.
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