Lucie Gee

What were the circumstances that caused you to initially look for an adviser?

I first sought advice approaching retirement to assess options. Lucie's advice enabled me to retire earlier than originally planned.

How has Lucie Gee helped you?

Lucie has provided me with a finance plan beyond my wildest dreams. I am so much better off than had I gone for the simple option and purchased an annuity. Regular updates provide comfort and confidence that my milestones are achievable and that things are on course for continued financial well-being in retirement. Lucie explains options very clearly and I know that she is looking out to ensure that the plans in place are serving me well and I know she will suggest alternative options if she thinks I could be served better.

Have you seen the outcome you were hoping for?

Yes - year in, year out.

What could they have done better?

I am completely satisfied with the service I am getting

What were the circumstances that caused you to initially look for an adviser?

Financial advice on investment of my pension funds.

How has Lucie Gee helped you?

Lucie was very professional and approachable. I was given clear and concise advice. The advice given gave me the confidence to invest and that my investment was in good hands.

Have you seen the outcome you were hoping for?

I have just signed my agreement.

What could they have done better?

Nothing my meetings with Lucie were invaluable.

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

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.

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.