Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 1 )
Pensions ( 55 )
Retirement income (annuities, drawdown) ( 28 )
Investments and Savings ( 40 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 11 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 28 )
Financial Mentoring ( 4 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 19 )
£200k - £500k ( 10 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
£50k - 100k ( 2 )
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to organise a SAS
How has Lucie Gee helped you?
She has helped me on all aspects
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were after a more reliable financial planner
How has Lucie Gee helped you?
Lucie Gee has helped us plan for our future in a tax-efficient way that also balances my desire for ethical investments.
Have you seen the outcome you were hoping for?
yes.
Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I sold my business and needed to invest the income to fund my retirement.
How has Lucie Gee helped you?
Lucie helped me plan for my retirement and invest my savings to provide an income.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. Lucie has been fantastic.
Review
by a verified client in Northamptonshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidation of several pensions
How has Lucie Gee helped you?
Helped to clarify the best way to make our money work for us
Have you seen the outcome you were hoping for?
Yes and now have a greater understanding of the best way to use our money
What could they have done better?
Nothing
Review
by a verified client in Kent
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term planning
How has Lucie Gee helped you?
Lucie has been a solid advisor to my varied needs . Her advice is always solid and she has been extremely helpful to me in my short and long term planning . She is very reliable and she is a bright and friendly person to work with.
Have you seen the outcome you were hoping for?
Yes , consistency and good planning .
What could they have done better?
I could not fault Lucie - nothing is too much trouble for her