Gee & Watson Investment and Pensions Ltd
15th July 2019
We can advise you on
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Financial planning
- Wealth management
-
Investments
- Ethical investments
- ISAs
- Investing for income
- OEICs
- Socially responsible investments
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Savings
- Lump sum
- Regular savings
-
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
-
Tax & trust planning
- Capital gains tax
- Estate planning
-
Business
- Group pensions
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Long Term Care
- Long term care
Meet our advisers
Jane Rendle-Barnes
Registered IFA
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Fiona MacKay
Chartered Financial Planner
Qualifications & Accreditations
SV1 - Saving and Investment (CII)
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.
MAQ - Mortgage Advice Qualification (CII)
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.
Accreditations
Howard James Walters APFS BA (Hons)
Chartered Financial Planner
Qualifications & Accreditations
FPFS - Fellow, Personal Finance Society (PFS)
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
Adrian Cleator
Managing Director
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
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
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
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
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
David Mills
Registered IFA
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Where to find us
Excelsior House, 58 Telegraph Road, Heswall, Wirral, Merseyside, CH60 0AG
Make an enquiryAbout us
Established 1974. Seven authorised advisers. Advice given on investment, pensions, protection, regular savings, tax mitigation. Professional but friendly, personal and approachable. Excellent reputation.
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