Free Initial
Consultation

Your Circumstances

Financial planning and wealth management are not just for the rich and famous.

If any of these applies to you, we would be happy to talk to you!

  • You have received an inheritance and do not know what to do with it (apart from spend it...)
  • You are approaching retirement and do not know how you will manage. You may have lots of small pensions, some from long ago. How do you create income from your tax free cash lump sum?
  • Your investments have not done so well, or if they did do well, they are not any more.
  • You are worried that you are not saving enough for your children's education or your retirement - or even a major project like a world cruise or new conservatory.
  • You are concerned about how the family will manage if something dire happens to you or your partner.
  • You think you are paying too much income tax and are not taking advantage of tax efficient investments.
  • You do not know if you will have to pay Capital Gains Tax if you sell property or investments.
  • Your estate will have to pay Inheritance Tax on your/your partner's death.
  • You do not fully understand different levels of risk. You want to check whether your investments accurately reflect your attitude to risk.
  • You want to know how a divorce or separation will affect your financial situation.
  • You have been made redundant after 20 years with your employer and have walked straight into a new job. How should you invest your redundancy package wisely?
Gee & Company, where you receive totally impartial fee-based financial planning and advice with no pressure and no hidden charges.