Gemini Wealth Management

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Independent Advice

The benefits of taking independent financial advice

At Gemini Wealth Management we offer a comprehensive IFA Sutton Coldfield service, enabling individuals in the local area to access independent financial advice. Our team of independent financial advisers have skills and experience across a wide range of financial products and services and can bring together this knowledge to deliver professional, unbiased advice to meet our client’s requirements.

Based in Sutton Coldfield we provide our services to a wide range of individuals and business owners across the wider Birmingham area.

Why Use An IFA Sutton Coldfield?

There are many benefits to working with a local independent financial advisor such as being able to make an appointment to come and see us at any time if you have any concerns or want to make any changes to your financial portfolio.

The Benefits of Taking Financial Advice

Independent Financial Advisers (IFAs) are a type of financial adviser who are able to select from all the products available in the marketplace - making sure you get the right product for your individual needs.

Our Financial Advisers are bound to the Financial Conduct Authority rules, which oblige them to provide advice most suited to your personal requirements and your risk outlook. When financial products are recommended they must take into account the benefits provided charges, flexibility, service and financial strength.

All Firms must be authorised and regulated by the Financial Conduct Authority and the firm's advisers are obliged to offer what is termed 'suitable advice'. This means that they have to gain a full understanding of your circumstances and requirements before helping to choose any financial products (they will record your information so you can double-check that they really have understood).

In addition, when recommending a product all financial advisers have to provide written reasons why they think that it is right for you - again to make sure that you are fully informed before committing yourself to anything.

For further information on independent financial advice go to

If you would like to talk to one of our IFAs please contact our Sutton Coldfield office on 0800 255 0123.

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