Gee 7 Wealth Management Ltd

Independent Financial Adviser  Gee 7 Wealth Management Ltd, Shrewsbury, Shropshire, SY1 3AF
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FCA authorised
Last authorised 25th May 2020
We offer professional, tailored, face-to-face advice based on your current financial circumstances and future financial aspirations.
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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Critical illness
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Healthcare
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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
Meet our advisers
David Jamieson DipFA
Financial Adviser
Ian McLean DIP PFS
Investment Adviser
Mark Maryan DIP PFS
Investment Adviser
Jennifer Storrow DIP PFS
Managing Director
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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Face to face

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

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