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Gemini Wealth Management Ltd
  • Gemini House
    71 Park Road
    Sutton Coldfield
    West Midlands
    United Kingdom
    B73 6BT
Gemini Wealth Management’s team of trusted local financial advisers in Sutton Coldfield can help you make the very best decisions about what to do with your money.

Financial planning and decision making can be complicated. But it certainly doesn’t need to be. Whatever your level of investment, our team of knowledgeable financial experts can provide straightforward, reliable and individually-tailored advice on everything from tax efficiency and pensions to wealth management and offshore investing.


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We’re committed to building lasting relationships with our customers. Our goal is to exceed their expectations and increase their profitability at every opportunity. Which is why, whether you need advice for yourself or your business, our approach is always the same. We begin with a free personal consultation to learn all we can about your priorities, aspirations and exactly what you’d like your money to do. And that understanding becomes the foundation of a strategy that’s designed just for you.

 

Ten Things YOU should know about Gemini Wealth Management

 

  • We provide a holistic financial planning service
  • We were established in 2006
  • We manage over £200 million of our clients’ investments
  • We’re ranked No.1 out of 252 IFA firms in Birmingham for overall advice
  • Our team includes 11 qualified financial advisors with over 250 years of combined experience
  • We also provide independent mortgage advice
  • We can help you write a will and plan your estate
  • We deliver regular local seminars on financial planning - all free to attend
  • We provide in-depth advice to company directors and organisations
  • We’re independent financial advisors authorised and regulated by the Financial Conduct Authority
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