Lucie Gee

Lucie Gee

Westminster Wealth Management LLP

Lucie's reviews

Reviewed for

Insurance and Protection ( 6 )

Mortgages ( 1 )

Pensions ( 56 )

Retirement income (annuities, drawdown) ( 29 )

Investments and Savings ( 41 )

Pension Transfers - Non Specialist ( 15 )

Inheritance Planning ( 11 )

Long Term Care ( 5 )

Pension Transfers - Specialist ( 10 )

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

a month ago

Overall

Advice

Service

Value

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.

Review

by a verified client in London

4 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

4 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

5 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

5 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