Fee Based Advice Limited

Independent Financial Adviser Ivy Lodge, 131a Eltham High Street, London, SE9 1TQ
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
20th August 2018
Highly qualified advice from a Chartered Financial Planner without the need to buy a product
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Patrick McGee ACII APFS Chartered Financial Planner
Director And Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us
About us

Fee based financial planning without the sale of products.
We consider your case, quote a fee to undertake the task based on our published hourly rates, then upon receiving your acceptance produce the required work.

Our services

The ethos of our business is to provide all of our customers with a first class PERSONAL service.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Fee Based Advice Limited is an appointed representative of Patrick McGee Limited, who are authorised and regulated by the Financial Conduct Authority and abide by the highest Code of Ethics as set out by the Chartered Insurance Institute. Patrick McGee Limited provide Independent Advice and hold the prestigious Chartered Planners designation awarded by the Chartered Insurance Institute (CII). Only the UK's premier financial planning firms qualify for Chartered status.

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