Lucie Gee - Westminster Wealth Management

Independent Financial Adviser  Westminster Wealth Management, London, EC4A 2EA
First meeting at adviser's own cost
I love helping people put in place a plan to meet their lifestyle aims and objectives.
We can advise you on
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Annuity purchase
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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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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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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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Income tax
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Taxation planning
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Group life insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 15th August 2022
Meet our advisers
MRS Lucie Gee DipPS
Independent Financial Advisor

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

About us

I advise on all areas of financial planning, look after clients at all stages of their lives and particularly enjoy helping clients understand their wealth in a simple way.

Our services

Examples of advice given includes:

Pension Planning
Savings and Investments
Protection
Inheritance Tax Planning
Business Financial Planning

All of the above is underpinned with detailed cashflow planning, and annual meetings ensure that plans are adapted to take into account change of circumstances and new goal setting

Where to find us
Head office address: Westminster Wealth Management, 167 Fleet Street, London, EC4A 2EA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
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    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 15th August 2022

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