Gee & Watson Investment and Pensions Ltd

Independent Financial Adviser Excelsior House, 58 Telegraph Road, Heswall, Wirral, Merseyside, CH60 0AG
Response rating
7.0/10
FCA verified
10th September 2018
We can advise you on
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • Corporate pension
    • Group pensions
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Long term care
Meet our advisers
Jane Rendle-Barnes
Registered IFA
Fiona MacKay
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Howard James Walters APFS BA (Hons)
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Adrian Cleator
Managing Director
David Beck BA(Hons) ACII
Director, CEO
Helen Whiting CeMAP CeFA
Registered IFA
David Mills
Registered IFA
Where to find us

Excelsior House, 58 Telegraph Road, Heswall, Wirral, Merseyside, CH60 0AG

Contact us
About us

Established 1974. Seven authorised advisers. Advice given on investment, pensions, protection, regular savings, tax mitigation. Professional but friendly, personal and approachable. Excellent reputation.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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