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Gemini Wealth Group

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Your strategic partner for every stage of your financial planning journey

Established in 2006 in Sutton Coldfield, the Gemini team provides professional, unbiased, financial products advice, financial planning, investment, wealth management and tax efficiency advice to both private individuals and businesses alike. Our team of qualified, accredited financial advisors utilise in excess of 300 years combined experience to work closely with clients to provide the most effective financial advice to meet your own unique requirements. Our pro-active approach can open up areas of your financial 'well-being' that you perhaps hadn't considered. Our cross divisional links offer solutions in line with your individual requirements

Unless you work in the financial services industry, financial planning and decision making can be a virtual minefield, causing undue stress whatever your level of investment. Our team of IFA's are available to help you make the right decisions regarding your money, helping to remove unnecessary stress. Our philosophy is always to:

+ Provide friendly, courteous and efficient service;
+ Always exceed your expectations;
+ Listen to what YOU are saying;
+ Communicate with you quickly and fully;
+ Never surprise you with costs you're not expecting;
+ Be honest, truthful and upfront with you at all times;
+ Aim for you to pay the least amount of tax payable within the law;
+ Provide pro-active business advice wherever possible. To find out more about how our team of Financial Advisers can help you please call FREE on 0800 255 0123 or contact us here

26/10/2026

8 questions. That’s all it takes to get a clearer picture of your potential Inheritance Tax position. 📝🏡

It starts with simple, easy to answer questions about the things you already know:

🏠 Your home
👨‍👩‍👧‍👦 Your family
💷 Your estate
📋 Your existing plans

Your answers help build a more personalised indication of your potential Inheritance Tax position, so you can better understand where you stand and what may be worth considering next.

You’ll also receive our free guide covering 10 common Inheritance Tax mistakes to look out for. 📖✨

🔗 Take the free assessment:
https://geminiwealthgroup.com/financial-advisors/personal-advisors/inheritance-tax/

24/10/2026

You may be worth more than you think. 🏡 💷

When you look at the full picture, including your property, savings, investments and pensions, the value of your estate can quickly add up. Understanding that total can be an important part of planning for Inheritance Tax and protecting what you hope to leave behind. 🙌

Our free Inheritance Tax Assessment can give you an indication of where you currently stand and highlight areas you may want to consider next. 📋✨

🔗 Take the free assessment here:
https://geminiwealthgroup.com/financial-advisors/personal-advisors/inheritance-tax/

22/10/2026

Inheritance tax can be easy to put off, but understanding where you stand now can help you plan with greater confidence for the future. 🏡💭

From your home and savings to investments and the wealth you hope to pass on, taking the time to look at the bigger picture can help you understand what inheritance tax could mean for you and your family.

Not sure where to start? Take our quick Inheritance Tax Assessment to get a clearer picture of your current position, or find out more about how Gemini can help you plan ahead. ❤️

🔗 Take the assessment: https://geminiwealthgroup.com/financial-advisors/personal-advisors/inheritance-tax/

22/10/2026

𝗬𝗼𝘂 𝗰𝗮𝗻'𝘁 𝗽𝗿𝗲𝗱𝗶𝗰𝘁 𝘁𝗵𝗲 𝗻𝗲𝘅𝘁 𝗴𝗹𝗼𝗯𝗮𝗹 𝗰𝗿𝗶𝘀𝗶𝘀. 𝗕𝘂𝘁 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗽𝗿𝗲𝗽𝗮𝗿𝗲 𝘆𝗼𝘂𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀 𝗳𝗼𝗿 𝘂𝗻𝗰𝗲𝗿𝘁𝗮𝗶𝗻𝘁𝘆.

Geopolitical tensions, trade disputes, energy shocks and changing economic policies can all influence financial markets, often in unexpected ways.

And different investments can respond very differently to the same event.

That's why diversification matters.

By spreading investments across asset classes, industries and geographical regions, you can reduce your reliance on any single market or economic outcome.

But there's an important distinction: owning lots of investments doesn't necessarily mean you're diversified.

Several funds could hold the same companies, sectors or regions, leaving your portfolio more exposed than you realise.

Our latest article explores how diversification can help manage investment risk, why global exposure matters and the importance of keeping your portfolio aligned with your long-term goals.

👉 Read more: https://geminiwealthgroup.com/company-news/why-investment-diversification-matters-in-an-uncertain-world/

19/10/2026

𝗔 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝘄𝗲𝗯𝘀𝗶𝘁𝗲. 𝗔 𝗰𝗼𝗻𝘃𝗶𝗻𝗰𝗶𝗻𝗴 𝗮𝗱𝘃𝗶𝘀𝗲𝗿. 𝗔𝗻 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝗽𝗿𝗼𝗺𝗶𝘀𝗶𝗻𝗴 𝗲𝘅𝗰𝗲𝗽𝘁𝗶𝗼𝗻𝗮𝗹 𝗿𝗲𝘁𝘂𝗿𝗻𝘀.

Everything looks legitimate.

But would you know how to spot a pension scam?

Fraudsters are becoming increasingly sophisticated, sometimes impersonating genuine financial firms and using personal information to gain your trust.

And when decades of retirement savings are at stake, one wrong decision could have devastating consequences.

Before making any pension transfer, remember three things:
• 𝗦𝗧𝗢𝗣 - Be suspicious of unexpected offers, guaranteed returns and pressure to act quickly.
• 𝗖𝗛𝗘𝗖𝗞 - Verify the firm and its permissions independently using the FCA Financial Services Register.
• 𝗧𝗛𝗜𝗡𝗞 - Take your time, understand the risks and seek professional advice before committing.

Our latest article explores the warning signs of pension fraud and practical steps to help safeguard your retirement savings.

👉 Read more: https://geminiwealthgroup.com/wealth-management-insights/safeguarding-your-retirement-wealth/

16/10/2026

𝗬𝗼𝘂 𝗽𝗹𝗮𝗻 𝗵𝗼𝗹𝗶𝗱𝗮𝘆𝘀 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿. 𝗬𝗼𝘂 𝗺𝗮𝗻𝗮𝗴𝗲 𝗵𝗼𝘂𝘀𝗲𝗵𝗼𝗹𝗱 𝗯𝗶𝗹𝗹𝘀 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿. 𝗬𝗼𝘂 𝗺𝗮𝗸𝗲 𝗯𝗶𝗴 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿.

But when did you last talk about your pensions?

Research suggests fewer than one in five non-retired people have discussed their pension or retirement plans with their partner.

Yet retirement is one of the biggest financial transitions a couple will face.

It's not just about how much you've both saved. It's about understanding where your retirement income will come from, how you'll use your savings and what happens financially if one of you dies.

And importantly, making sure both partners understand the arrangements, rather than leaving everything to one person.

A conversation today could help avoid uncertainty and difficult decisions later.

Our latest article explores why couples should plan for retirement together and the important questions worth discussing.

👉 Read more: https://geminiwealthgroup.com/wealth-management-insights/are-you-and-your-partner-ready-for-retirement/

13/10/2026

Once the school runs, packed lunches and after school routines are back in full swing, it can feel like there is always something else to think about. 🎒☕

But amongst looking after everyone else, it is worth making time for your own plans too.

A Family Wealth Review can help you bring the bigger picture together, giving you the opportunity to think about your finances, your priorities and what you want the future to look like for you and your family. ❤️

Because all those little things you do today are part of looking after tomorrow.

🔗 Make time for the plans that matter. Book your Family Wealth Review:
https://geminiwealthgroup.com/family-wealth-planning/

13/10/2026

𝗜𝗳 𝘆𝗼𝘂 𝗰𝗼𝘂𝗹𝗱 𝘀𝗽𝗲𝗮𝗸 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗳𝘂𝘁𝘂𝗿𝗲 𝗿𝗲𝘁𝗶𝗿𝗲𝗱 𝘀𝗲𝗹𝗳, 𝘄𝗵𝗮𝘁 𝗮𝗱𝘃𝗶𝗰𝗲 𝗺𝗶𝗴𝗵𝘁 𝘁𝗵𝗲𝘆 𝗴𝗶𝘃𝗲 𝘆𝗼𝘂?

Perhaps it would be to start saving earlier. To plan more carefully. Or to think beyond the day you stop working.

New research suggests many retirees wish they had done things differently.

• 31% say their standard of living is worse than before retirement.
• 30% regret not saving regularly during their working lives.
• 29% wish they had started pension saving earlier.

But retirement planning isn't just about how much you save. It's also about understanding how to turn those savings into an income that could need to last for decades.

The experiences of today's retirees offer valuable lessons for those still preparing for life after work.

Our latest article explores what retirees wish they'd known and how planning ahead could help you avoid similar regrets.

👉 Read more: https://geminiwealthgroup.com/company-news/what-i-wish-id-known-before-i-retired/

09/10/2026

Back to school season comes with plenty of lists. 🎒✏️ But once the uniforms, stationery and school bags are sorted, what’s still sitting on yours?

A Family Wealth Review gives you the opportunity to bring everything together. From pensions and investments to inheritance planning and protecting your family, it can help you understand where you are today and what might need attention next. 📝

One review. One clearer picture of your family’s financial plans.

🔗 Book your Family Wealth Review and start working through your list:
https://geminiwealthgroup.com/family-wealth-planning/

09/10/2026

You wrote a Will. Job done?

Not necessarily.

Think about what might have changed since you signed it.
• A marriage or divorce.
• A new child or grandchild.
• A house move.
• Changes to your finances.

Different relationships with beneficiaries or executors.

A Will written years ago may still be legally valid while no longer reflecting the wishes you have today.

And if you don't have one at all, the rules of intestacy determine how your estate is distributed, which may be particularly important for unmarried couples who do not have the same automatic inheritance rights as spouses and civil partners.

A Will should evolve as your life does.

Our latest article looks at what a Will can protect, the decisions it allows you to make and why reviewing it regularly matters.

👉 Read more: https://geminiwealthgroup.com/wealth-management-insights/protecting-your-loved-ones-with-a-will/

Address

Gemini House, 71 Park Road
Sutton Coldfield
B736BT

Opening Hours

Monday	8am - 5:30pm
Tuesday	9am - 5:30pm
Wednesday	9am - 5:30pm
Thursday	9am - 5:30pm
Friday	8am - 1pm

Website

http://www.geminiwealthgroup.com/

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