Wealth & Finance Finance Awards 2015

www.wealthandfinance-intl.com 39 Gemini Wealth Management Wealth Management Firm of the Year - UK Gemini Wealth Management provides professional unbiased, holistic financial advice, financial planning, investment and tax efficiency advice to both private individuals and businesses. Company: Gemini Wealth Management Limited Email: [email protected] Web Address: www.gemini-wm.com Address: Gemini House, 71 Park Road, Sutton Coldfield, West Midlands B73 6BT Telephone: 0800 255 0123 Gemini Wealth Management offer an independent, holistic, client centric financial planning and investment management service. The service covers all client requirements and is designed to meet their needs, goals and objectives and to provide a fully researched solution that matches those requirements. As a firm of Independent Financial Advisers (IFAs) that are directly authorised and regulated by the Financial Conduct Authority, Gemini’s fully qualified and accredited wealth managers will provide the most effective financial advice to meet the individual requirements of existing and new clients, experienced and inexperienced investors, business clients and others. The firm review their systems and procedures at least annually to ensure they remain at the forefront of their industry. In addition to this the firm value client feedback prior to changing the business, and pro- actively seek feedback to help steer the direction of the business. Because the financial marketplace moves so quickly, Gemini use every means possible to keep up to date and abreast of changes and new developments. The company use regular staff meetings to discuss developments and to impart learning and have regular training through face to face seminars provided by industry experts. They also have an excellent and up to date web presence and make extensive use of all modern forms of communications including blogs, social media etc. The future is exciting for the firm, as they intend to roll out a Discre- tionary Investment Management service in 2016, having received overwhelmingly positive response from a client feedback survey on the topic. This will enable them to better serve existing clients, offering a whole new service level, as well as opening up further business oppor- tunities and unlock the potential to attract a different calibre of client to complement their existing book of business.