Based in Wirral, Merseyside and established in 1974, over the years, we have built a strong reputation for our expertise in creating bespoke financial planning solutions, for both personal and corporate clients. We will provide you with a dedicated financial adviser, who will take time to understand your needs fully, so that you can receive the very best impartial advice.
Our team is committed to delivering a continuing service, which is designed to meet your requirements. Consequently, we develop strong and lasting relationships with our clients, most of whom have been with us for many years, and are content to recommend us to others. To discover how we can assist you, call us on 0151 342 6496, or email us and we will contact you.
Our team is committed to delivering a continuing service, which is designed to meet your requirements. Consequently, we develop strong and lasting relationships with our clients, most of whom have been with us for many years, and are content to recommend us to others. To discover how we can assist you, call us on 0151 342 6496, or email us and we will contact you.
Services
Although based in Wirral/Merseyside we have clients throughout the UK. In a rapidly changing world, you can have confidence and peace of mind, in the knowledge that we have been in business for over 40 years, and many clients have been with us for decades. Gee & Watson works towards the highest professional standards.
Personal financial planning is about looking at your overall current financial position and planning for your future. We all have personal financial needs and objectives. One of our financial advisers will work with you, in order to identify and prioritise your requirements and provide solutions which will help you achieve your aspirations.
How would you or your loved ones cope should your main income be lost, due to an inability to work because of accident or illness?. In the event of death, where would your survivors be left financially, particularly any children? When considering the solutions, there are numerous options to choose from, but the range of different insurances can appear bewildering.
This is a complex area of financial planning, but one you simply cannot afford to get wrong. We have specialist pension advisers, who can provide independent advice on how to avoid retirement being a financial struggle. There are numerous options available but one thing is very clear in this complex area of financial planning, and that is you will need the very best professional advice.
Whether you are investing a lump sum for capital growth or income (or a combination of both) or wish to build up a lump sum by making regular savings, Gee & Watson has extensive experience in constructing appropriate investment strategies which will be right for you.
As independent financial advisers, we have access to all the leading investment houses, and all our advisers are fully qualified, so that they can provide you with the very best advice.We should be delighted to assist you, so please call us on 0151 342 6496, or email us and one of our independent financial advisers will contact you.
As independent financial advisers, we have access to all the leading investment houses, and all our advisers are fully qualified, so that they can provide you with the very best advice.We should be delighted to assist you, so please call us on 0151 342 6496, or email us and one of our independent financial advisers will contact you.
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