G&E Wealth Management

Independent 33 Park Place, Leeds, West Yorkshire, LS1 2RY
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
21st October 2019
Specialists in Pensions, Investments & Full Financial Planning. We help people cut through the jargon and plan for their future.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Kevin Hilton Dip PFS
Director & Financial Planner
Accreditations
Later Life Accredited Adviser
David Holdsworth
Financial Consultant
adviser-person
Jonathan Lecomber
Financial Planner
Where to find us

33 Park Place, Leeds, West Yorkshire, LS1 2RY

Make an enquiry
About us

G+E Wealth Management Limited is the financial services firm working with Garbutt + Elliott Chartered Accountants.
We have over 50 years experience in providing individual financial solutions to both corporate and private clients and our close association with Garbutt + Elliott Accountants allows us to incorporate all aspects of taxation advice within our recommendations and thus ensure a consistent theme to your financial planning.

Our services

We have specialist qualified advisers in different areas of financial planning.
Our clients value our holistic approach to financial planning, especially in challenging and changing times such as receiving an inheritance, a family member going into a care home or approaching retirement. Our clients rely on us for more than just cold financial facts and products, we provide ongoing expert knowledge.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0