Gemini Wealth Management Limited

Independent Financial Adviser Gemini House, 71 Park Road, Sutton Coldfield, West Midlands, United Kingdom, B73 6BT
FCA verified
8th October 2018
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
    • Equity release
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Amanda Reid Dip PFS, Cert CII (MP)
Director & Wealth Manager
adviser-person
Jason Moore Dip PFS, Cert CII (MP)
Director & Wealth Manager
adviser-person
Gary Metcalf Dip PFS
Director & Wealth Manager
adviser-person
Peter Berwick Dip PFS, Cert CII (MP)
Director & Wealth Manager
adviser-person
David Thomas Dip IP, PFA
Wealth Manager
adviser-person
Alistair Wallace Dip PFS
Wealth Manager
adviser-person
David Stait Dip PFS
Wealth Manager
adviser-person
Nicholas Ward Dip PFS, Cert CII (MP)
Wealth Manager
adviser-person
Derek Ashby FCII, DipPFS
Wealth Manager
adviser-person
Peter Charlton APFS
Wealth Manager
adviser-person
Paul Reid Dip PFS, Cert CII (MP), IMC
Wealth Manager
Where to find us

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

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£500,000

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