Business Details
Trusted Financial Advisers in Sutton Coldfield
Gemini Wealth Management is an award-winning independent financial advisory practice based in the West Midlands. With decades of combined experience across our team of certified professionals, we specialise in wealth management, asset management, and legal services tailored to individual and corporate clients. Our holistic approach considers investments, pensions, tax strategies, and estate planning to create bespoke financial solutions. We prioritise transparency, trust, and long-term partnerships, ensuring clients understand their options while feeling confident in their financial decisions. Our legal team provides expert guidance on wills, lasting powers of attorney, and estate administration, offering peace of mind through complex processes. Recognised for excellence by industry bodies like the Million Dollar Round Table, we combine technical expertise with a client-centric ethos.Our commitment to continuous professional development ensures we remain at the forefront of financial innovation, adapting to evolving market conditions to protect and grow client assets. With a focus on education and empowerment, we help clients navigate retirement planning, inheritance tax mitigation, and investment opportunities. Our multidisciplinary team collaborates to deliver comprehensive advice, supported by cutting-edge technology and rigorous compliance standards. Whether advising individuals on pre-retirement strategies or businesses on employee benefits, we maintain a dedication to ethical practices and measurable outcomes. This combination of experience, innovation, and personal service establishes Gemini Wealth Management as a trusted partner for financial security and growth.
Services
Wealth Management
Asset Protection
Investment Advice
Legal Services
Retirement Planning
Tax Mitigation
Estate Administration
Portfolio Management
Risk Assessment
Financial Consultation
Highlights and features
- We offer decades of combined experience in financial and legal advisory services.
- Our team holds prestigious industry qualifications including Chartered Financial Planner status.
- We provide tailored solutions combining wealth management, asset protection, and estate planning.
- Our FCA-authorised status ensures adherence to rigorous regulatory standards.
- Client-centric approach prioritising transparency and long-term partnership building.
Associations and certifications
- Financial Conduct Authority
What people say
Approachable advisors
Excellent financial knowledge
Personalised solutions
Responsive communication
Long-term expertise
Services
Wealth Management
Our wealth management service creates tailored strategies combining investments, pensions, and tax planning. We assess individual risk profiles and long-term goals to develop comprehensive solutions. With a focus on capital preservation and growth, we provide ongoing portfolio management and regular performance reviews to adapt to changing market conditions.
Asset Protection
Asset protection strategies safeguard client wealth through legal structures and insurance solutions. We specialise in mitigating inheritance tax liabilities while ensuring compliance with regulatory requirements. Our approach balances risk management with growth objectives, utilising trusts and estate planning tools to preserve family assets across generations.
Investment Advice
Investment advice covers dynamic portfolio management and ESG-focused strategies. We offer 10 risk-rated portfolios incorporating active and passive funds. Our evidence-based approach uses tactical asset allocation and market analysis to optimise returns while maintaining strict cost controls for long-term investment success.
Legal Services
Legal services specialise in will creation, lasting powers of attorney, and estate administration. Our solicitors provide clear guidance on complex legal matters, avoiding technical jargon while ensuring compliance with current legislation. We offer empathetic support during sensitive processes like probate and court of protection matters.
Retirement Planning
Retirement planning services cover pre-retirement strategies and post-retirement income management. We analyse pension provisions, tax implications, and lifestyle goals to create sustainable income plans. Our advisers hold advanced qualifications in pension transfers and retirement tax planning to ensure comprehensive coverage of client needs.
People
Amanda Reid
Director & Wealth Manager
With over 30 years' experience, Amanda specialises in holistic wealth management. She creates tailored financial plans focusing on investments, pensions, and estate planning while maintaining transparent client communication. Her approach prioritises long-term partnerships and comprehensive risk management.
Gary Metcalf
Director & Wealth Manager
Gary, a 30-year financial services veteran, serves as MDRT Top of Table qualifier. He focuses on strategic financial planning and client education, combining technical expertise with accessible advice. His leadership extends to charitable initiatives through the MDRT Foundation board.
Narinder Saini
Private Client Solicitor
Admitted in 2012, Narinder specialises in wills and estate administration. She provides clear legal guidance on complex matters while maintaining an empathetic approach. Her expertise covers lasting powers of attorney and court of protection cases, ensuring client needs are prioritised.
Ed Pemberton
Head of Investments
Ed leads investment management with nine years' experience in portfolio strategy. He implements data-driven asset allocation models while pursuing chartered status. His focus combines market analysis with client-specific risk profiling to optimise investment outcomes.
Lisa Maddock
Compliance Manager
With 30+ years in financial services, Lisa oversees regulatory compliance. She combines technical knowledge with team leadership, maintaining high ethical standards. Her approach balances rigorous compliance requirements with supportive client-focused practices.
Questions
What financial services does Gemini Wealth Management offer?
We provide wealth management, asset protection, investment advice, retirement planning, and legal services including wills and estate administration.
What investment approaches do you use?
We offer dynamic portfolio management with 10 risk-rated options and ESG-focused portfolios, combining active and passive investment strategies.
Are your legal services included with financial advice?
Our legal team specialises in estate planning and works alongside financial advisors to provide integrated wealth management solutions.
How can I access my investment portfolio?
Client portal access allows 24/7 online viewing of your finances through any web or mobile device.
