Lucie Gee - Westminster Wealth Management

Independent Financial Adviser  Chronical House, London, EC4Y 1HY
Expertise. Fairly Priced.
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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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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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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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021
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 am an independent financial advisor based in London. With over 10 years’ experience I work with clients on all aspects of their financial planning.

Westminster Wealth is a privately owned, central London based, independent financial advisory group, providing expert financial advice to a wide range of clients. We have a team-based approach with the ability to deliver a unique blend of specialist skills linking financial planning, tax efficient structures and management of underlying assets.

Our services

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.

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.

To find out more about how I can help you put your financial plan in place contact me for an initial conversation at no cost.

Where to find us
Head office address: Chronical House, 78 Fleet Street, London, EC4Y 1HY
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
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 1st March 2021

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