Gee & Watson Investments & Pensions

read moreBased 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.

read moreAlthough 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. Our advisers are appropriately qualified and undergo continuous professional development, to ensure that we can provide you with the best possible impartial advice. We are also authorised and regulated by the Financial Conduct Authority, which means you can rest assured that your financial affairs are in the safest possible hands.

read moreWe 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. Gee & Watson, having been established for nearly 40 years, is proud of its reputation for providing expert retirement advice. Most people do not make sufficient provision for their retirement, even though they hope to retire as early as possible and to live much longer than previous generations.

read moreIn 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. Allow us to guide you through the myriad options, in order to ensure that the correct solution is selected. We understand that life is often busy, but don't leave matters until it is too late. Call us on 0151 342 6496, or email us and one of our advisers will guide you through all the options available from the whole market.

read moreWhether 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.

read moreOur strong reputation throughout the UK has been largely due to our success in wealth management. Wealth management in the simplest of terms is growing your wealth. We construct portfolios based on your appetite for risk and we establish whether you require capital growth, income or a combination of both. We also advise on the tax treatment of different investment products, so that your capital can benefit from being deployed tax efficiently. Your portfolio will be reviewed at regular intervals, as agreed with you at outset.