Gee 7 Wealth Management Ltd

Independent Financial Adviser  Gee 7 Wealth Management Ltd, Shrewsbury, Shropshire, SY1 3AF
First meeting at adviser's own cost
We offer professional, tailored, face-to-face advice based on your current financial circumstances and future financial aspirations.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
Response rating
9.0/10
check
FCA authorised
Last authorised 17th February 2020
Meet our advisers
David Jamieson DipFA
Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Ian McLean DIP PFS
Investment Adviser

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

Mark Maryan DIP PFS
Investment Adviser

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

Jennifer Storrow DIP PFS
Managing Director

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

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

What our clients say
I became a client with Gee 7 over 2 years ago now, a flawless process throughout, good communication and initial presentation of options. I would definitely recommend working with Gee 7 to secure your future!
George, Chester
I changed financial advisers a couple of years ago to Gee 7 Wealth and have been very pleased with the results. My adviser David has explained everything in a clear 'plain English' fashion, and I appreciate the fact they are very transparent with fees and don't hide behind percentage figures like my old advisers.
Mr Phelps, Kidderminster
About us

Seeking financial advice can be daunting and sometimes even a little scary. We understand this and aim to provide you with advice in a clear and easy to understand way. Many of our clients will say that this is why they like to deal with us.

At Gee 7 Wealth Management, we offer a free initial consultation where our advisers get to know you, your goals and your financial background. Along the way, they formulate a plan with regards to how you may manage your financial affairs more appropriately.

A bespoke report will be then be sent to you, with the refined financial plan and your advisers recommendations. A second meeting will take place and the recommendations will be discussed.

If you're happy, your financial plan will be brought to life!

Following this, you will receive regular reviews by your personal Financial Adviser to ensure that you are on track to reach your financial goals.

Our services

We get to know you on a personal level and provide tailored financial advice to suit your circumstances. We deliver our recommendations in a clear, easy to understand format. We do not hide behind commission payments and tell you exactly how much things will cost. We have been doing this since 1973 and have no plans to change.

Where to find us

Gee 7 Wealth Management Ltd, Unit 2, Park Plaza, Battlefield Enterprise Park, Shropshire, Shrewsbury, SY1 3AF

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 17th February 2020

Similar advisers near you

Independent Financial Adviser 2.68 mi
A complete holistic service with your first and second meetings with an experienced adviser FREE and with no obligation.
 
Independent Financial Adviser 2.69 mi
We will do all we can to help you achieve your financial goals.
 
Independent Financial Adviser 3.06 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
 
Independent Financial Adviser 8.47 mi
As independent financial advisers we pride ourselves in offering “truly independent advice” at all times. Pension transfer specialist qualified adviser.