About Gemini Wealth Management Ltd

Gemini Wealth Management provides professional unbiased; financial products advice, financial planning, investment and tax efficiency advice to both private individuals and businesses.
Established in 2006 in Sutton Coldfield, the Gemini team provides professional, unbiased, financial products advice, financial planning, investment, wealth management and tax efficiency advice to both private individuals and businesses alike.Our team of qualified, accredited financial advisors utilise in excess of 300 years combined experience to work closely with clients to provide the most effective financial advice to meet your own unique requirements.Unless you work in the financial services industry, financial planning and decision making can be a virtual minefield, causing undue stress whatever your level of investment. Our team of IFA's are available to help you make the right decisions regarding your money, helping to remove unnecessary stress.Our philosophy is always 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 costs 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.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • School fees planning

  • Business:
  • Commercial mortgages
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • :
  • Long term care

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