Gemini Wealth Group is an award-winning, independent financial and legal advisory practice based in the West Midlands, offering integrated wealth management and legal services to clients seeking comprehensive financial freedom. Specializing in personalized financial planning, investment management, and estate protection, the firm stands out for its holistic, client-centered approach and team of experienced, independent advisers and legal professionals.
With decades of combined experience and over £0 million in assets under management, Gemini serves individuals, families, and businesses at every stage of their financial journey. The team focuses on building long-term relationships, offering tailored advice for retirement planning, tax mitigation, wealth accumulation, and asset protection, ensuring clients feel confident and secure about their financial future.
Services Offered
- Financial Advisory
- Financial Planning
- Investment Advice
- Inheritance Tax Planning
- Mortgage Advice
- Protection Insurance
- Family Office Wealth Planning
- Pension Advisory
- Pre-Retirement Planning
- Post-Retirement Planning
- Business Protection
- Company Investments
- Corporate & Auto Enrolment
- Corporate Tax Planning
- Employee Benefits
- Portfolio Services
- Dynamic Investment Portfolios
- Passive Investment Strategies
- Asset Management
- Legal Services
- Asset Protection
- Lasting Power of Attorney
- Will Services
- Estate Planning
Based in Sutton Coldfield, West Midlands, the firm supports clients throughout the UK with a dedicated team offering services in financial advisory, investment management, and legal planning, ensuring a seamless and coordinated approach to achieving financial and legacy goals.
