Gemini Wealth Group

We have been using Gemini for many years and continue to receive excellent service. Mandy is brilliant at demystifying finance and is always generous with her time. She explains, in clear and relevant detail, the products or services she recommends, which gives us real confidence in the advice we receive. I particularly like that we are not simply sold products, our conversations genuinely lead us to the right solutions at the right time. The client portal is another real benefit from Gemini. It allows us to regularly update our financial position and has helped improve our own financial discipline, giving us confidence that our finances are being managed as effectively as possible. Would I recommend Gemini Wealth Group to family and friends? 100% yes, so much so that I already have, several times!

We started dealing with Gemini a few years ago, shortly after retirement. Their advice has been of great value to us. Amanda Reid has been so helpful. Amanda is like a friend providing clear advice, telling us what we need to hear and fully answering our questions. Amanda and the Gemini team have put a lot of effort into understanding us and what matters to us and our family The entire team at Gemini is professional, friendly and client focussed.

Gemini have been looking after my finances for many years … very satisfied with their service. They’ve looked after us well over the years … Our advisor Peter is very approachable and friendly, always explains our options thoroughly but in an easy to understand manner, and always makes me feel that he has time for me.

We have used Gemini Wealth Management for the past nine years and found them to be extremely knowledgable, helpful and have guided us through our financial planning with great expertise. Hence the five star rating above. We have always dealt with Paul and rate him 100% in everything he has suggested, advised and helped us with. Long may it continue. So, if anyone is looking for a financial advisor, we cannot rate Gemini highly enough. - Sarah and David UK.

We have been using Gemini since I retired and have nothing but praise for the way they have handled our finances. Having never used Financial Advisors previously, we did a little local research, picked two or three possible companies and made a random decision to approach Gemini first. Right from the initial meeting it was obvious we had made a sound choice. Our wealth manager ( Nick Ward), fully explained our options and made his recommendations in a professional and friendly manner. Now, nearly eleven years later, we are more than pleased with the returns from our investments and although we no longer live in Sutton Coldfield, the Annual Review via a Zoom meeting with Nick is always a welcome catch up. We would not hesitate to recommend Nick and the Gemini team.