Our Commitment To You

In an industry bedevilled by reams of small print, Gee & Company is different. These are our promises to you:

1. Peace of mind from a reliable and trusted business

   Holistic financial planning means we are there for all the surprises and challenges that life throws at you, helping you to make the best of your current financial situation and to plan ahead for your future financial security. This approach means we take an overview of everything in your life that has an impact on your financial situation.

   We realise that trust is something that has to be earned. Some clients have been with Gee & Company since we started in business in 1972. Not many other local investment companies are still around to make that claim. We are reliable in that we are committed to deliver a consistently excellent service to you.

2. Honest and straightforward

   At Gee & Company we are proud of our enviable reputation and deal with any situation in an honest and straightforward way. You will find we do this by providing a fantastic service to immediately address any questions you may have.

   We specialise in investments and pensions and strictly adhere to compliance regulations. The fact that we are process driven means every member of our team understands the procedures to ensure accuracy and attention to detail.

3. Treating clients fairly

   You are important to us without you we would not have a business. Our whole ethos is to provide you with the outcome you want. We are committed to offer you the best holistic financial planning possible to help you achieve your desired lifestyle, as well as protect and enhance your current financial status.

   We are available any time from Monday to Friday for you to phone or send us a fax or email. The latest technology is in the office, enabling us to respond to you that same day with our speedy, organised and efficient service.

4. Experienced in providing good value

   Each member of the Gee & Company team is trained and experienced in his or her field, committed to providing good value to you. Underpinning this is a totally transparent service which identifies the work to be done and the cost of providing this good value service to suit your individual needs and wishes. This is provided on a fee basis which means that you are able to see exactly how much our service costs from the very beginning.

5. Committed to mutually profitable long-term relationships

   Markets are variable and personal circumstances will change. We understand this and provide long-term solutions for people like you who want to create and protect their wealth. We are able to provide a bespoke service to regularly review and alter strategies as circumstances dictate and priorities change.

   We appear in national publications across the UK through our regular query-answering service in Choice magazine and by being invited to comment on fund choice in Money Observer. This gives you the reassurance that you have a good working relationship with a reputable company which is committed to constant improvement.

   Gee & Company is a local business based in picturesque Shrewsbury and we provide the same level of professionalism to nationwide clients.

6. A friendly approach brings a successful heritage

   People always like to know who they are dealing with. We aim to make you feel welcome and relaxed. Based on a relationship of trust over several years, many of our clients and team members have got to know each other well.

   As a business established in 1972, we are committed to letting you know that you are more than just a reference number on our files. This goes deeper than just a friendly approach. The long service of our staff provides continuity for you, assuring you of our heritage of building a successful business.

7. Knowledgeable and innovative

   We prefer to employ advisers who already have the Diploma in Financial Planning, 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.

   We provide technically advanced solutions which assist our ability to think outside the box in order to provide greater diversity and enhanced value to you.

   We’re consulted by many local people who need to manage their wealth in the safest way possible. This is what some of them have to say: Testimonials