Gee 7 Wealth Management Ltd

Independent Financial Adviser Gee 7 Wealth Management Ltd, Unit 2, Park Plaza, Battlefield Enterprise Park, Shropshire, Shrewsbury, SY1 3AF
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
19th August 2019
We provide clear, common sense advice on the world of financial products and money.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
David Jamieson DipFA
Financial Adviser
Jennifer Storrow DIP PFS
Managing Director
adviser-person
Mark Maryan DIP PFS
Investment Adviser
adviser-person
Ian McLean DIP PFS
Investment Adviser
What our clients say
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
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
Where to find us

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

Make an enquiry
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.

20 years before it was mandatory, Gee 7 Wealth decided to charge our clients fees rather than take commission from providers, guaranteeing our clients received truly unbiased advice, rather than the product which paid the most commission. This client first attitude is one area which continues to drive our service proposition.

We have been providing advice since 1972, and have no plans to change. So if it is advice on Pensions and Retirement, Savings and Investments, Life Cover or Inheritance Tax Planning, we are happy to help.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Compliance

We provide all clients with our Terms of Business at our first meeting or this can be emailed in advance.

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