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