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  11. Gemini Wealth Management Limited

Gemini Wealth Management Limited

Independent Financial Adviser  Gemini House, West Midlands, B73 6BT
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FCA authorised
Last authorised 17th January 2022
Gemini provides professional unbiased; financial products advice, financial planning, investment and tax efficiency advice to both private individuals and businesses.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MRS Amanda Reid Dip PFS, Cert CII (MP)
Director & Wealth Manager
MR Gary Metcalf Dip PFS
Director & Wealth Manager
MR Jason Moore Dip PFS, Cert CII (MP)
Director & Wealth Manager
MR David Thomas Dip IP, PFA
Wealth Manager
MR Derek Ashby FCII, DipPFS
Wealth Manager
MR Nicholas Ward Dip PFS, Cert CII (MP)
Wealth Manager
MR David Stait Dip PFS
Wealth Manager
MR Alistair Wallace Dip PFS
Wealth Manager
MRS Donna Bailey
Wealth Manager
MR Peter Berwick Dip PFS, Cert CII (MP)
Director & Wealth Manager
About us

With a wealth of experience and industry knowledge, Gemini clients receive independent advice which is tailored to their personal needs and expectations. We recognise that our clients are at the heart of our business and are why we believe in building long term relationships and providing exceptionally high levels of service. We are aware that we can only secure trust and loyalty from our clients by continually providing first class financial advice.

Our services

Gemini Wealth Management provides professional unbiased; financial products advice, financial planning, investment and tax efficiency advice to both private individuals and businesses. As a firm of Independent Financial Advisers (IFAs) that are authorised and regulated by the Financial Conduct Authority , Gemini's fully qualified and accredited financial advisers will provide the most effective financial advice to meet your own unique requirements.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£251,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

Gemini House, 71 Park Road, Sutton Coldfield, West Midlands, B73 6BT

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