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.
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've worked alongside Gemini a couple of times and the staff are wonderful, offering a professional service in the heart of Sutton Coldfield.
Having just received my pension statement, with a pleasant surprise, I could not be more confident in the way my investment is being handled !
Very happy with my pension advice, and ongoing contact, can see my fund is in good hands
I found Gemini's advice on my Will and estate planning second to none - Great service guys!
Nick has sorted out my Pension for me, taking into account my needs and future aspirations. Gemini will continue to monitor my fund to ensure the best growth possible. So now I can sit back and relax....