Meet the Team

As a wealth manager and visionary leader for Gemini, I am passionate about helping my clients achieve financial success. With more than 30 years of experience in the industry, I’ve guided individuals, families, and businesses toward their financial goals.

What sets me apart:

• Holistic Approach: I believe in a comprehensive approach to wealth management, considering not only investments and pensions but also risk management, tax strategies, and estate planning.
• Tailored Solutions: Each client’s journey is unique. I create financial plans that align with their aspirations, risk tolerance, and time horizon.
• Transparency: Trust is paramount. I foster open communication, ensuring clients understand their options and feel confident in their financial decisions.

At Gemini we’re more than advisers, we’re partners in your financial journey. Our team combines expertise, integrity, and a client-centric mindset to deliver exceptional service.

My spare time is filled spending time with my family, keeping fit, reading, and travelling when we can.   Seeing the sunrise or sunset is a reminder that life’s richest moments are free.  

Gary as a Wealth Manager and Director of Gemini, has more than 30 years of experience in financial services and can use this experience when it comes to advising clients to help them make the right decisions.  He is really passionate about his work and cares about his clients.

Gary was a Building Society Manager at the age of 26 and has held a number of senior management positions.  

Gary is a member of MDRT (Million Dollar Round Table) the premier association of Financial professionals.  He has been a member for 11 years and qualified as “Top Of The Table” 10 of those 11 years.  TOT is limited to the top 1% of Financial advisers worldwide.  He was appointed Country chair for the UK in August 2017 and served for 3 years.  In 2022 he was appointed chair of the Major donor committee for the MDRT foundation, and now serves on the board of trustees.  This is the charitable arm of MDRT.  Since it was formed in 1959 it has awarded $42m to life-changing charitable organisations worldwide. The foundation is committed to supporting charities and issues that MDRT members care about.  

Gary has also spoken at the 2017 and 2019 MDRT annual meetings in Orlando and Miami.

He is a member of the PFS (Personal Finance Society) and also the author of the book “The Business Secret” 

Gary’s interests are mainly sport, especially watching football, and he also trains at the Gym 5 times a week. He has completed the winter Wolf run in November 2016, the Autumn one in September 2017 and the Spring one in April 2024. Also, he completed the Prudential London/Surrey 100-mile bike ride in July 2017 and July 2019 and Ride London in May 2022.

Gary enjoys spending time with his 3 children and 5 grandchildren and also dining out, especially at Indian restaurants.

Peter is both a Director of Gemini as well as an Independent Financial Adviser.

Peter has over a quarter of a century of financial planning experience, and aims to always keep his advice clear and in simple to understand terms. 

He enjoys keeping fit as well as watching and attending many sporting events from F1 motor racing to the Rugby world cup and even the recent Ryder cup in Rome even though he is a nongolfer! Travel and life experiences are a must. 

Peter enjoys using his breadth of financial planning knowledge in helping clients get ever closer to their financial and personal goals.

Paul is a Director of Gemini in his role as Chief Operations Officer as well as a Wealth Manager. Paul’s focus is always on the client. “Understanding a client’s needs and objectives and then delivering a solution to meet them” is always key in any discussion.

As well as advising his own clients, Paul has a key role within the Gemini leadership team bringing his knowledge and skills to the fore in overseeing the strategic direction of the business. 

Paul holds the Investment Management Certificate (IMC) alongside his financial services Diploma as well as passing several other advanced financial services exams.

Paul is a fitness enthusiast and enjoys family life with his wife, daughter and son. He is a lifelong Leeds United fan and has successfully brainwashed his son into following Leeds, no doubt subjecting him to the same lifelong disappointment he has had to endure. Paul states that his greatest ambition is to live long and be happy and healthy.

STAR SIGN – Aries

Nick is a member of Gemini’s adviser team and works with a broad spectrum of clients both individually and on a corporate basis.

Having worked in the financial services industry for over 30 years, Nick’s focus is to have the client’s best interest in mind at all times and takes great pride by having a very successful referral rate from his clients. 

Football fanatic and Aston Villa fan Nick was privileged to have played football for the Aston Villa Old Stars team for over 15 years helping to raise funds for many charities throughout the UK during this time.

Nick describes himself, and who are we to disagree, as dedicated, honest, loyal, hardworking, open-minded and funny.

Alistair has more than 25 years knowledge and experience in helping clients through their financial journey, with individuals, families or businesses alike.

Alistair prides himself in trying to make the complicated as simple as possible, and is known for his ability to draw and write upside down when explaining financial plans!

He moved to the Southwest 17 years ago thus extending Gemini’s reach and expertise further in the UK and is dedicated to supporting his clients and their investments.

Away from work Alistair is a keen rugby union supporter, with his local team Exeter Chiefs, and old ‘home’ team of Northampton Saints. He is regarded as Gemini’s official sommelier, being a bit of an aficionado on Italian red wine.

Having worked in financial services for over 30 years, Jane has achieved advanced qualifications in both Investment Planning and Pension Transfers and brings this knowledge to the fore when advising clients.

When she’s not working, Jane can be found at her sports club swimming and playing tennis (badly) or walking her Labradoodle puppy Toby. Jane’s greatest ambition is to travel the world with her husband and dog in their motorhome.

Given 10 words to describe herself, Jane mentions, amongst others, conscientious, diligent, approachable and proactive as well as caring, skilled and proficient!

Ed is the Head of Investments and Portfolio Manager in Gemini’s Investment Management team, bringing over nine years of experience in the investment industry to his role. Ed enjoys challenges, and so coming up with ways to implement investment ideas in the portfolios, whilst ensuring that they are appropriately positioned for both current conditions and future opportunities, keeps him busy!

Ed enjoys analysing the ‘big picture’ and is enthusiastic about identifying how different investment scenarios may play out in the real world. He is on the road to reaching Chartered status, and presently holds the CISI Investment Advice Diploma and the CFA Certificate in ESG Investing.

When Ed is not wrestling with markets, he enjoys spending time with his young family, going on long walks with his dog – Ziggy –, cooking new recipes, and getting outdoors as much as possible.

Mustafa is an emerging analyst in Gemini’s Investment Management team, having developed a passion for financial services at the age of 17. He now collaborates with our team to conduct thorough analyses of new and innovative ideas aimed at enhancing our clients’ portfolios.

With a solid background in wealth management, Mustafa prioritizes the importance of meeting clients’ needs and ensuring their portfolios align with their individual risk profiles. His dedication to client satisfaction is a cornerstone of his professional philosophy.

An avid enthusiast of Formula 1, football, and boxing, Mustafa appreciates both the historical significance and the technical beauty of these disciplines. His lifelong dream is to get behind the wheel at the Singapore Grand Prix – though a close second is ensuring our clients receive exceptional care.

Curtis is the Head of Paraplanning at Gemini Wealth Management, bringing a wealth of experience and expertise to the team. With a keen eye for detail and a passion for financial planning, Curtis ensures that all client needs are met with precision and care.

Curtis is currently working towards achieving Chartered status by completing the Level 6 Advanced Diploma in Financial Planning, further enhancing their professional qualifications.

Outside of work, Curtis enjoys staying active through the gym and various sports, with a particular love for golf—even if it doesn’t always love him back.

Mark is a member of Gemini’s adviser team.

Mark’s areas of expertise include pensions, investments, trusts and tax planning.

Having worked in the financial services industry for over 20 years, Mark’s focus is to have the client’s best interest in mind at all times.

Outside of work, Mark is a keen runner and runs for Royal Sutton Coldfield Athletics Club.  

Mark’s greatest ambition is to travel the world with his young family, making special memories.

Mark describes himself as hard-working, dedicated, loyal and honest.

Narinder is our in-house Private Client Solicitor having been admitted as a Solicitor in January 2012 after completing her training contract at a Legal 500 firm. 

Narinder is a highly experienced Solicitor providing tailored legal solutions specialising in Wills, Lasting Powers of Attorney, Court of Protection and Estate Administration work. Narinder prides herself in providing advice that is clear and simple, avoiding legal jargon even when navigating complex legal issues. 

Her knowledge and dedication to delivering a high standard of client service, together with her empathetic and approachable nature makes her an excellent Private Client Solicitor, through often a sensitive and personal legal process.   

Outside of work, Narinder enjoys the great outdoors, spending time with family, friends and her adorable labrador, Nico. 

Jane is a Fellow of the Chartered Institute of Legal Executives (FCILEx) with a Legal career spanning 40 years.  Jane started her legal career in Local Government before moving to Private Practice where over the years she has worked within Private Client Departments of Solicitors firms dealing with Wills, Powers of Attorney, Court of Protection, Deeds of Variation and Administration of Estates.  Jane has worked from grass root level to running a team of advisors which she feels gives a wider perspective of the job at hand.  Jane takes pride and is privileged in being able to stand side by side with her clients providing support and guidance to them in a clear and concise way throughout their particular personal journey.

Jane believes in supporting her local community and has been a member of the Scout movement for 32 years running the same Cub Scout Pack for the whole of that time providing weekly meetings, day trips and camping experiences for the local youth.  Jane enjoys the outdoors and is an avid caravanner taking many trips in the UK with her husband and her two beloved and very spoilt Cockapoos, Tess and Barney.

Mark has been in Financial Services since he left School at 18. He has held a number of Managerial and Director level positions across a range of large and small financial services businesses. Mark’s passion is people, whether that be clients or colleagues, and he loves nothing more than helping to solve problems. Mark holds a couple of the most respected industry qualifications being both an Associate of the Chartered Insurance Institute and a Chartered Financial Planner. 

Away from work, Mark is Married to Charlotte and has a busy family life with 2 children and 2 stepchildren keeping him on his toes. Mark loves all Sports and proudly represented the 1st Team of his local Rugby club for nearly 25 years, with four years as Captain. Now though, his sporting endeavours are restricted to watching the children or pretty much any sport on TV. 

Mark is a passionate supporter and advocate for a small charity called PANS PANDAS UK and helps out by volunteering and fundraising to say thank you for the help and support they have provided to his family over the last few years. 

Lisa has worked in the financial services sector for over 30 years, gaining extensive experience in administration, paraplanning, and operations. Her ethos is to share her knowledge. Although compliance is regulation-led by its very nature, her door is always open, and she strongly believes in treating people the way she would want to be treated. Lisa is a powerhouse in the workplace, using her positive attitude and tireless energy to help and encourage others. She is firm but fair, with a wicked sense of humour.

Outside of work, her world revolves around her family, her adored Cockapoo Raysen, and her large circle of friends. Films and theatre have always been passions of Lisa’s, and her love for Marlon Brando has not diminished since she studied A-level Theatre Studies in the 1980’s.

Lisa has worked in the financial services industry for 29 years, starting as an administration assistant, and working her way up to leading a busy admin team.  

Working alongside her team, Lisa strives to always show a solid work ethic, which she believes setting an example to new team members is an important role.

Along with the team leader Steph, she leads the team to work to a high standard.  The whole team ensure client’s need are met, and believing communication is vital in all areas of supporting our advisers and clients.  Working together as a team is very important to Lisa and the whole team take pride in their roles and the work they do.

Lisa enjoys spending time with her family, having a keen footballing daughter and a family dog, weekends are occupied with a lot of outdoor activities.   Lisa’s is a big music fan, and she believes having a good sense of humour is one of her qualities, that helps with the relationships built within Gemini.

Tom has worked in financial services for nearly a decade. After gaining experience in Bristol and London, he now calls Birmingham home.

He’s passionate about helping people make confident, informed financial decisions, and believes that advice should always be tailored to the individual, supporting clients in living their best lives.

He also values long-term relationships, recognising that enduring partnerships are key to navigating life’s changes and the ever-evolving financial landscape

Tom holds a Diploma in Financial Planning and is currently working towards Chartered status, a reflection of his commitment to both his professional growth and to the clients he works with at Gemini.

Outside of work, Tom enjoys staying active and is a regular at Cannon Hill Parkrun. He’s a keen record collector with a soft spot for jazz and disco, and loves exploring Birmingham’s vibrant and diverse food scene.

Ryan holds the Level 4 Diploma in Regulated Financial Planning and brings nearly a decade of experience in the financial services industry.

His career began with six years at a global bank, where he worked as a Personal Banker, developing strong client relationships and gaining a solid foundation in personal finance. He went on to spend three years as a Paraplanner and worked at a national wealth management firm, supporting advisers with complex planning strategies across pensions, investments, and tax.

At Gemini, Ryan works closely with clients to understand their individual goals and objectives. Whether they are building wealth, planning for retirement, or thinking of passing on inheritance to the next generation, he is committed to putting his clients first and delivering trusted advice.

Outside of work, Ryan enjoys spending time with his family, particularly reading bedtime stories with his daughter. He has a keen interest in history, economics, and current affairs—insights that help him stay connected to the broader trends shaping financial planning today.

With over 28 years experience in the financial services industry, I have worked both as a financial adviser, advising clients directly, as well as a business account manager for some of the largest and most respected financial services providers and Investment platforms in the industry.

My areas of expertise include retirement planning, investment planning, tax and trusts and estate planning. Most of all,  I take huge pride in helping clients achieve their personal financial goals in life, whatever they may be, with integrity and passion to achieve the right outcomes at the heart of everything I do. My ambition is to help people build confidence in their finances, for complex financial matters to be simpler to understand and to alleviate any stress or concerns they may have.

In my spare time, I love spending time with my family and friends, enjoying my love for pretty much all sports and most of all travel. Having travelled to some amazing parts of the world with my husband and 3 children, my intention is to continue to experience more of what the world has to offer for many years to come.