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Guarantees

What we CANNOT guarantee

By law we have to tell you that the value of your investments can go down as well as up, and that you may not get back what you invest. We have to include risk warnings on the bottom of all advice you receive from us. We are not allowed to make any statements whatsoever about the past performance of funds by implying this is an indication of future trends. However...

What we CAN guarantee...

…is a great level of service, professionalism, respect and a friendly approach.

We guarantee that we have been in this business since 1972 and can offer you a high level of experience and expertise. We can also guarantee:

  • to appreciate you as a client and to demonstrate this in every contact you have with us
  • to do all we can to help you invest wisely
  • your investments will be made as a result of your choice and your decision
  • there is no charge for your initial consultation
  • to provide you with a truly flexible approach to financial planning
  • you will not be under any pressure whatsoever to buy any of our services at any time
  • we keep up with the latest technology to provide you with a quick valuation as soon as you need it
  • our research team uses reliable sources to help you make considered decisions about your investments
  • to consult with you before taking any action
  • our fees are totally transparent
  • to do all we can to protect your investments and the security of your personal data by complying fully with the FSA and all anti-money laundering legislation
  • to monitor investments for a satisfactory outcome for all clients who have contracted into this highly personalised service
  • you will only ever work with qualified and knowledgeable advisers
  • you will get detailed reports that contain straightforward, unambiguous, no-nonsense advice

...and if you wanted even more of a guarantee than this, you could play it VERY safe and just keep all your money in a bank or building society. (And naturally we could not possibly comment on what WE think of this idea!)

Click here for Terms of Business (Adobe pdf file)

Gee & Company, where our flexible planning reflects your choices and your decisions about your investments according to your attitude to risk.