G+E Wealth Management

Independent Financial Adviser  33 Park Place, Leeds, West yorkshire, LS1 2RY
First meeting at adviser's own cost
We help people cut through the jargon and plan for their future. We'll talk to you about where you are now, and where you want to be.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Stakeholder
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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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Large business
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Life insurance
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Small business
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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
Response rating
9.4/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Jonathan Lecomber
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Robert Simpson
Chartered Financial Planner, Managing Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Chartered Financial Planner
Jane Wilkinson
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

G+E Wealth Management Limited have over 50 years experience in providing financial planning to individuals and their families.

Our services

We use sophisticated cashflow planning software to model your lifetime income and financial resources. This helps us to make appropriate recommendations that maximise your chances of living the life you want to, without the worries that you could run out.

Where to find us
Head office address: 33 Park Place, Leeds, West Yorkshire, LS1 2RY
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.4/10
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FCA authorised
Last authorised 25th May 2020

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