Gee & Watson Investment and Pensions Ltd

Independent Financial Adviser  Excelsior House, Wirral, Merseyside, CH60 0AG
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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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Corporate pension
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Group Pension/Stakeholder
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 18th May 2020
Meet our advisers
David Mills
Registered IFA

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

Helen Whiting CeMAP CeFA
Registered IFA

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

David Beck BA(Hons) ACII
Director, CEO

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

Adrian Cleator
Managing Director

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

Howard James Walters APFS BA (Hons)
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
Fiona MacKay
Chartered Financial Planner

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

Accreditations
Chartered Financial Planner
Jane Rendle-Barnes
Registered IFA

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

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.

Where to find us
Head office address: Excelsior House, 58 Telegraph Road, Heswall, Wirral, Merseyside, CH60 0AG
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 18th May 2020

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