Gemini Wealth Management

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Our Background in Financial Services

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. At Gemini, our team of qualified financial advisers are available to help you make the right decisions regarding your money, helping to remove unnecessary stress.

Since our inception in 2006, our organisation has grown to include two additional divisions to the group company. Gemini Estate Planning and Gemini Mortgages help us to provide a comprehensive service to our clients. With our team now standing at 30 people, boasting 11 financial advisers with over 250 years of combined experience, we are able to deliver an enviable skill set across all our divisions.

Gemini have the skills and experience to handle all of your Inheritance Tax, investment, protection, company benefits and retirement queries.

Geminiís mission statement still remains prevalent to the enlarged group structure and is:

  • Profitable growth through exceptional customer service, quality and commitment
  • Exceed customer satisfaction and trust through industry best practice and
  • Strive to help clients succeed in the ever evolving financial marketplace

This statement, along with Geminiís service ethos is key to the long term growth and development of the Group. Without it, Gemini understands that its belief that all our clients deserve the highest possible level of service would be compromised.

To find out more about our financial services please do contact our team 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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