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Gee & Company (Financial Planning) Limited (trading as Gee & Company) was established in 1972 to provide independent financial advice. Based in picturesque Shrewsbury in Shropshire, Gee & Company has earned a reputation for independent advice and excellent service locally, and nationally.
Gee & Company became fee-based in 1994 (well ahead of most financial advisers) because Ron Gee, founder of the company, realised that this was the way forward. He knew that clients wanted to know exactly what they were paying for. It was such a successful idea we’ve been doing it ever since. In 1986 the company grew, and expanded into Foresters Hall, Wyle Cop, Shrewsbury. Since then, Gee & Company has gone from strength to strength in a highly competitive market. In 2007 Gee & Company has a portfolio worth in excess of £17million, managed and supported by seven staff.
Gee & Company’s team
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Jennifer Storrow became Gee & Company’s managing director in 2000, having spent 16 years in financial services.
Jennifer bought the business in 2006. She specialises in investment advice.
John Bumford has many years experience in the Financial Services industry and has a Diploma in Financial Services.
He began his career with a leading insurance company before moving to Gee & Company in 1991. John quickly became an established member of
our advisory team and brings a wealth of knowledge to those areas of our business where he has a special interest, including financial
planning for individuals and group pensions. In his spare time, John enjoys his garden and taking long walks over the hills.
Richard Cooke has 14 years experience in the financial services sector and started at Gee & Company in May 2007. He holds
the Financial Planning Certificate and is studying towards the Diploma in Financial Services. In his leisure time Richard likes to spend time with his
wife and two children and play squash, football, and cricket. He is also a keen follower of the local football team, Shrewsbury Town.
Sara Lloyd Thomas joined Gee & Company in 1993 and has extended her knowledge along the way attaining various Financial Planning
Certificates. Sara works alongside John Bumford who specialises in individual and group pensions. She enjoys keep fit, in particular running and
especially enjoys her new hobby of wildlife photography in the summer months.
Michelle Griffiths joined Gee & Company in August 1991 and since working here, she has undertaken a two year course
and obtained the Institute of Leadership and Management certificate in 2003. Michelle job shares as Office Manager with Gaynor Preece and provides
support to John Bumford for the administration of the Group Schemes. In her spare time she enjoys walking, reading and spending time with her family.
Caren Stephens is Jennifer’s PA and has been with Gee & Company since 2005. Caren enjoys theatre and is an acting member
of 2 local operatic societies and can be seen performing at Oakengates Theatre and Theatre Severn. She loves animals and can be found volunteering
at the Shropshire Cat Rescue centre. Caren likes to be creative, doing needlework, gardening and card making in her spare time. She is also an avid
reader and mostly enjoys reading fiction, true life and biographies.
Gaynor Preece joined Gee & Company in January 2007 having gained 19 years experience in Financial Services. She job
shares as Office Manager with Michelle Griffiths and provides support to John Bumford for the administration of the Group Schemes. She is married
to a local farmer and lives with her two boys in the beautiful Shropshire countryside.
Qualifications
Gee & Company prefers to employ advisers who already have the Diploma in Financial Planning (formerly known as the Advanced Financial Planning Certificate), or at the very least are studying for it. This shows they are (or will be) qualified to high professional standards and comply with the industry’s Code of Conduct. We monitor and encourage the professional development of all members of the Gee & Company team, whose expertise is maintained at a high level by regular attendance at seminars and industry presentations.
