Gemini Wealth Group

I have been a customer of Gemini Wealth Management for 10+ years my advisor, Peter Berwick, has given me excellent advice during this time on consolidation of pension funds, ISA’s wills and power of attorney. I have found Gemini extremely professional with a friendly approach.

Sorting out an annuity can feel a bit overwhelming, but working with Thomas at Gemini Wealth Management made the entire process simple and straightforward. ​He took the time to talk through all my options, answered every question patiently, and made sure I felt completely confident in my decisions. The level of personal care and clear communication was brilliant. If you need help getting your retirement income sorted, I couldn't recommend Thomas enough!

We have been a customer of Gemini Wealth Management for around 20 years,, during that period we have received advice on consolidating pension funds, wills and powers of attorney. Plus other investments, we have always received excellent advice and service.

My mum and I have been with Gemini for a good number of years and with Amanda (Reid). Mum passed recently and Amanda has been amazing- in general support and guidance and then from the financial perspective- outlining current position and options for the future. The preparation she had in place with mum for the eventuality of her passing has meant that she knows everything to help and suggest others who may be more specialist. Nothing is too much trouble for her and I would not hesitate to recommend her & Gemini Wealth Management.

I have been using Gemini for 14 years and my contact has always been Gary Metcalf. In all my dealings with him he has been very professional, given me sound advice and my investments have performed well. I cannot thank him, or the whole team enough, as I receive regular updates and review meetings. Highly recommend.

We have always received excellent advice over the years that we have dealt with Gemini Wealth Management. Jane Instone has always been very professional, extremely knowledgable in all aspects of the financial advice we have needed. She always listens and understands our goals for the future and explains our options clearly. The advice has made us feel confident about out finances in the future and we know we would only have to call and she would be happy answer if we have a problem or query. We would highly recommend the company to anyone who needs reliable and accurate financial advice. Lee and Gail Williams

In 2012, following part receipt of a family inheritance, I was highly recommended by a family friend, to speak to Amanda Reid at Gemini Wealth Management. From coming from a place where I just managed my monthly budget, Amanda, through her wealth of knowledge in the investment market around the world, her understanding, fairness and connection, always goes to great lengths in explaining how to manage my savings through pensions, bonds, ISAs and cash. She is always at the end of the phone or to see in person when I have immediate questions or need sound advice, for example, drawing down on my capital. Gemini have also guided me thoroughly through writing my Will and amending it over the years as life’s circumstances change. I feel 100 per cent confident in making this recommendation. Judith