Gemini Wealth Management

deliver independent
professional,
unbiased
advice.

Tools and Calculators

Take a look at our range of online tools & calculators.

FREE Downloads

Complete our online registration and gain access to ALL our financial guides FREE of charge.

Testimonials

"All testimonials shown below have been supplied by clients of Gemini Professional Financial Group or its subsidiary companies or from clients of other financial services organisations acquired by the Gemini Group"


"We changed to Gemini Wealth Management because we wanted a review service and your detailed quarterly reviews that answer our needs. Response to enquiries has been good and prompt."
Mr & Mrs Stokes

"The information provided gives the client the feeling of ownership in the process of investment that he would not otherwise expect. Thank you for managing my financial affairs and in addition, providing knowledge of the wider aspects of wealth management."
Roger Salt

"“David arranged the realisation of my pension with impeccable and meticulous professionalism throughout to maximise my benefit. Similarly, this can also be said about his advice on investments. I have no hesitation to pass on my recommendation.” "
S Radford

"I would like to take this opportunity to thank you for your expert help in dealing with my private pension plan. The amount you managed to acquire on my behalf was substantially more than my pension provider was offering. I found that they dealt with all my business in a professional and gentlemanly manner. I have no reservations in recommending you or your services."
Mr R Hardman

"I would like to thank you for dealing with my pensions. Very prompt and excellent help from David and staff for a better result on my Annuity. I would recommend David and team to anyone seeking professional financial advice."
Mr Paul

"I received your letter introducing yourselves to me just as I was considering my retirement annuities with various providers. I am very glad I replied as you were able to provide me with better returns than had I dealt with the Providers myself. I found it easy to deal with you, contacting you through email, phone and post, so distance was not a problem. David, who was my adviser was very good at explaining my options and was always courteous and very helpful with his advice. I would recommend them to anyone requiring financial advice, irrespective of which part of the UK they live. Their service was excellent. Many Thanks."
Mr E Christie

"My thanks to you for your advice and help regarding my Pension in Retirement and would not hesitate to recommend your service to anyone."
Derek Reid

"I would like to say, without your help I think I would still be sitting here wondering what to do. Thank you very much for sending me a letter to contact you and thank you again for all your help and advice."
David Robertson

"I contacted David for help in finding me the most suitable annuity. He was extremely helpful and attentive throughout the process and the entire matter was sorted and arranged very smoothly and efficiently and to my complete satisfaction."
G Moule

"I have been provided with the best possible service from you and your team during the last 12 months whilst arranging my Annuity. Thank you for keeping me up to speed at all times, answering my questions in ‘plain English’ and always been there at the end of the phone to speak with. You have provided me with every possible option for my needs and have always been prompt in returning documents, emails and phone calls. In short I could not have wished for a better, friendly but professional service from anyone – sentiments I am sure my husband would also echo. To conclude, I would recommend you, to anyone wishing to have a personal, clear cut, uncomplicated but thorough service. "
Mrs E Clarke

"Both my husband and I were extremely delighted in the professional manner in which you dealt with our Annuity purchases. We would recommend you to relatives and friends when such an occasion arises."
Mrs Malcolm

"Thank you for your good advice all the way through."
Mr P Rogers

"Congratulations on your awards - Lets hope we can move forward in the future."
Mrs Plant

"Congratulations on your awards. It is nice to have some good news amongst the gloom!"
Mr & Mrs Packham

"Congratulations on your achievement in the New Model Adviser Awards! Well Done!"
Mr Harries

"Thank you for the recent portfolio report - we were pleasantly surprised at the valuation, particularly in the present economic climate. Congratulations on the New Model Adviser of the Year Award."
Mr & Mrs Griffin

"Sincere professional advice from people with extensive experience encouraged me to take the next step - no pressure."
Ian Hamilton

"The information provided gives the client the feeling of ownership in the process of investment that he would not otherwise expect. Thank you for managing my financial affairs and in addition, providing knowledge of the wider aspects of wealth management."
Roger Salt

"Having received excellent service when processing my main pension schemes last year, I returned to you when I inherited my late wife’s pension fund and once again received prompt and comprehensive attention."
R J Hales

"Me and my Husband Lawrence have been very pleased with the professional and friendly way we have been treated in the arrangement of our Lifetime Mortgage Policy."
Mrs Hannan

"I would like to extend my thanks to you and your staff, for your assistance in dealing with my pensions. The service given was friendly, prompt and very professional. Without your guidance I would certainly have struggled to achieve such a satisfactory outcome. I would have no hesitation in recommending you to others in the future. A job well done."
Mr J Bright

"Proficient and professional service received. One of comparatively few establishments these days which manage to provide a friendly and personal service also, while avoiding over familiarity."
Ms A Fineron

"I have been very satisfied with the service provided in arranging my pension annuity; it has been helpful as well as practical and timely. I would be happy to recommend your services in this regard."
J Groves

"Having dealt with you before, I had no hesitation in returning to sort out my retirement income even though I now live over 100 miles away. I felt the research was thorough and you listened to me and gave suitable advice. I have no hesitation in recommending you and your services to anyone needing financial advice."
Mr Shelbourne

"Many Thanks for all you have done in arranging my pension. You and your office have been great. The lump sum is sitting nicely in my account and the first monthly payment is due to start very soon."
Mr Freeman

"An excellent portfolio report and a very high standard of clarity."
John & Marion Brundell

"Financial information much less Taxing. Thank You Well Done."
Paul & Carol Cross

"Clear and comprehensive."
Rhoda Ellis

"Looking forward to my first million, keep up the good work. "
Denis Eccleston

"We changed to Gemini Wealth Management because we wanted a review service and your detailed quarterly reviews that answer our needs. Response to enquiries has been good and prompt."
Mr & Mrs Stokes

"I just had to say a massive ''Thank You'' to you having received above annual report. Working it out for the tax year, it is a fantastic increase across our accounts. This is indeed a first class return. Thank you so much."
David I

Live Help

Request Call Back

 

Fill in the form below and an adviser will contact you.

Name:
Contact Number:
Nature of Enquiry:
Time To Call:



Please enter the code shown into the field below to submit your enquiry.

 
 

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.

© Gemini Wealth Management Limited