Fee Based Advice Limited

Independent Financial Adviser  Ivy Lodge, London, SE9 1TQ
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FCA authorised
Last authorised 10th May 2021
Highly qualified advice from a Chartered Financial Planner without the need to buy a product
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Patrick McGee ACII APFS Chartered Financial Planner
Director And Chartered Financial Planner
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.

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

Ivy Lodge, 131a Eltham High Street, London, SE9 1TQ

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