View more on these topics

Gemini Wealth targets further growth

Gemini Wealth Management has acquired adviser firm Warwick Wright Financial Services, taking its total number of acquisitions and recruitments to six since 2006.

The Shrewsbury based financial adviser has taken advantage of the RDR to grow the business by the acquisition of the client bank of Warwick Wright, whose managing director has since retired from financial services and through the acquisition of the client bank of a former Positive Solutions adviser who also retired.

Gemini Wealth Management now has in excess of 1,600 clients and manages total client funds of over £170m.

In addition to business acquisitions, Gemini has also been recruiting advisers to meet its aim of becoming one of the biggest firms in the local area.

It has recruited three full-time IFAs and one part-time, taking its total number of advisers to 12.

Gemini director Jason Moore adds: “The Retail Distribution Review presents real opportunities for established and forward thinking IFA practices such as Gemini.

“Gemini are always looking to the future, whether that be through further acquisitions or organic growth.”

Gemini director Amanda Reid says: “These acquisitions and recruitments emphasise Gemini’s strategy of actively growing for the future with the aim of becoming one of the top IFA firms in the West Midlands.”



Fay Goddard: Adviser business transition is not complete

After years of consultation and rule-making, we are finally here, in a new regulatory regime for the provision of retail investment advice. The question on everyone’s lips now is “how many advisers are left?” This is quickly followed by “how many will there be by the end of the year when the full impact of […]


Barclays to scrap all non-advised mortgage sales

Barclays is scrapping all non-advised mortgage transactions despite the FSA’s decision to water down the MMR’s ban on execution-only sales. Around 3 per cent of the lender’s mortgage transactions are currently non-advised, all of which come from its telephony service. All 140 telephone-based staff will be trained to give mortgage advice. In October, the FSA […]


My Beautiful Career: Pat Shea

What was your first job in financial services?  My first role in financial services was based in Boston working for Fidelity Investments in the mid 80’s as an accountant and then later as a consultant. In the mid 90’s, I provided consultancy support to Fidelity’s business in the UK and Europe and this eventually led […]

Flexible reversionary trusts and estate planning

The suitability of different estate planning solutions will depend on the individual’s own circumstances, needs and objectives. When considering the different solutions available there is a trade-off between inheritance tax (IHT) efficiency and access. Overall a flexible reversionary trust provides a greater level of flexibility than a discounted gift trust and can offer individuals a […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm