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
a month 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
2 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
2 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
2 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
2 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
Review
by a verified client in Northamptonshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had various pensions and investments that needed to be consolidated.
How has Lucie Gee helped you?
She took us through that consolidation making it easy for us and instilled confidence that it was well invested for the future.
Have you seen the outcome you were hoping for?
Absolutely, she took away all the potential pain of what is a daunting process for someone not experienced in financial management. Every step was explained and she managed us as well as the process in a friendly and professional manner.
What could they have done better?
Very little better, but we found the electronic processes difficult on occasions. That is more a criticism of our IT inadequacy than anything Lucie or Westminster could have done better.
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?
Impending retirement
How has Lucie Gee helped you?
She understands our situation, is knowledgeable and is easy to talk to and a good coach.
Have you seen the outcome you were hoping for?
The markets have not necessarily delivered what we hoped for but we do not consider that to be Lucie's fault and remain confident in the long-term strategy that we agreed with her.
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?
Pension review
How has Lucie Gee helped you?
Given me the information and confidence to combine all my pensions and manage my investment risk profile actively.
Have you seen the outcome you were hoping for?
Yes, although like everyone, Covid impacted the investment market.
What could they have done better?
Nothing.
Review
by a verified client in East Sussex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement and my business exit
How has Lucie Gee helped you?
Lucie has been amazing offering me strong advice, encouraged saving and investment and each year we view my long term plan and if any adjustment need to be made to my schedule.
Have you seen the outcome you were hoping for?
Yes I am on plan and if anything slightly better.
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?
Taking my pensions and discussing and organising investments resulting .
How has Lucie Gee helped you?
Administration of pension transfers , financial planning , discussion of investment options
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I’m aware of
Review
by a verified client in Middlesex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to consolidate our pensions and seek advice on retirement planning.
How has Lucie Gee helped you?
We had an initial consultation to discuss our finances and objectives for retirement. We then invested some of our monies in a platform recommended by her. As part of this Lucie helped us to assess our attitude to risks so that we could select the appropriate investment strategy. Lucie keeps an eye on our investements and has annual review to make sure our objectives continue to be met.
Have you seen the outcome you were hoping for?
Given the volatility in the financial market we did not see the growth in our portfolio that we expected. However, more recently, the market has improved and we now see the growth of our portfolio.
What could they have done better?
We don't know.
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?
Upcoming retirement
How has Lucie Gee helped you?
Helped to plan finances for the longer term - retirement and beyond
Have you seen the outcome you were hoping for?
yes
Review
by a verified client in Essex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions advice on retirement.
How has Lucie Gee helped you?
Lucie not only confirmed that early-retirement was feasible, but opened a world in retirement that I did not know was available to me financially. Her advice, guidance and reassurance along the way is excellent.
Have you seen the outcome you were hoping for?
Better than I could have dreamed of.
What could they have done better?
Met and advised me years earlier!
Review
by a verified client in Kent
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
needed professional assistance in providing the best outcome for my savings and pension
How has Lucie Gee helped you?
Lucie has given good advice and kept me informed as to the state of my portfolio
Have you seen the outcome you were hoping for?
everything seems to be on track
What could they have done better?
can't think of anything
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?
Retirement planning
How has Lucie Gee helped you?
With constructive advise specifically tailored to my own circumstances.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I can't think of anything!
Review
by a verified client in London
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted advise on what to do with my savings
How has Lucie Gee helped you?
Lucie literally held my hand and gave me very good, practical advice that fits my specific circumstance.
Have you seen the outcome you were hoping for?
So far the results have been fantastic, I feel much more confident when it comes to my money.
What could they have done better?
It took a while to get everything setup, but in hindsight I believe that time was necessary, it gave me the time and space to make the right decisions.
Review
by a verified client in Dorset
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for school fees and long term financial independence.
How has Lucie Gee helped you?
She's been able to move me from my existing SASS which has allowed me to make a loanback to the company , giving us access to cost efficient capital to grow the business as well as avoid paying onerous bank interest.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
No.
Review
by a verified client in Surrey
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
recommendation from alliots accountants
How has Lucie Gee helped you?
good clear advise, good understanding of my circumstances, ease of communication
Have you seen the outcome you were hoping for?
no, due to world events
What could they have done better?
possiobly quicker on turn around on some things but they were not critical
Review
by a verified client in Buckinghamshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needing to manage investments
How has Lucie Gee helped you?
Financial advice
Have you seen the outcome you were hoping for?
Not yet
Review
by a verified client in London
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had sold my business and was retiring.
How has Lucie Gee helped you?
Lucie has provided the reassurance and professional support I needed to ensure I would have an income from my savings.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I can't think of anything.
Review
by a verified client in Kent
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was nearing retirement age
How has Lucie Gee helped you?
She is very easy to talk to, friendly and takes time to explain complex matters, when required.
Have you seen the outcome you were hoping for?
Pretty much
What could they have done better?
Seems a little busy at times but doesn't impact me
Review
by a verified client in London
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to consolidate my multiple pensions and invest in them actively. I also wanted a full review of my husband's pensions so we could plan out retirement.
How has Lucie Gee helped you?
Lucie makes my think about the difficult questions. When do I want to retire, how much income might I want, how will I achieve that. Lucie's advice is both holistic and expert. Not only do I feel my retirement needs are being advised on but also my life stage needs.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing. Lucie is in touch with annual reviews and statements regularly and I get help with the pension software from her team if I need it. Lucie is patient as I don't always respond promptly. Thank you for your help Lucie.
Review
by a verified client in Buckinghamshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have little knowledge of financial issues and needed help
How has Lucie Gee helped you?
She has clarified a number of issues
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in London
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a substantial amount of savings and needed professional advice on what to do with it
How has Lucie Gee helped you?
Lucie had given me detailed and specific financial advice. She put in the time and considered my current situation, before identifying and explaining the most appropriate options for me. Lucie gave me the confidence to make the decisions about my personal finances and has been with me every step of the way. I am confident that together we have put a good plan in place for my retirement
Have you seen the outcome you were hoping for?
Yet to be determined
What could they have done better?
At times the process seemed slow, but in hindsight I am happy that we took the time to get the plan right.
Review
by a verified client in Surrey
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidate pensions.
How has Lucie Gee helped you?
Thorough advice and guidance.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Kent
2 years ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement
How has Lucie Gee helped you?
She is very helpful, friendly, easy to talk to and understand
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that I can think of
Review
by a verified client in Northamptonshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had recently retired and had a number of disparate pensions and needed help to consolidate them. I also wanted professional reassurance that the pension pot would be adequate for my needs in the future.
How has Lucie Gee helped you?
She is obviously very knowledgeable about pensions and investments so I know I am getting the best possible professional advice. Lucie has a personal touch which makes the complicated world of personal finance easier to understand. She provides sound advice but is not afraid to push us on important issues such a budget planning, making a will and spending the money while we are still able to appreciate it. She has been very patient in explaining financial issues which I probably should know about but don't, or more likely forgotten. She has provided information during the recent 'budget impact' which was honest and reassuring.
Have you seen the outcome you were hoping for?
Yes, all the pensions and ISAs have been consolidated and the projection provided by Lucie leaves me satisfied that it will see me through my later years.
What could they have done better?
This the first time I have been through the process so it is hard to comment. I was surprised how long the consolidation process was, which I suppose is a bit like property conveyancing, so notice of that perhaps.
Review
by a verified client in West Sussex
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My partner and I were retiring.
How has Lucie Gee helped you?
Lucie has been able to answer all my questions, and reassured me that my goals are achievable.
Have you seen the outcome you were hoping for?
I have only just started to drawdown, so it is too early to judge.
What could they have done better?
I am not aware of any area where Lucie could have done better.
Review
by a verified client in London
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was about to take my company pensions and needed advice on how best to manage this process, and make appropriate investments to suit my short and long term needs. I also needed advice on the features of each of my differing pensions.
How has Lucie Gee helped you?
Reports and meetings to clearly explain the process and agree options based on sound advice. Chasing pension provider to ensure timely release of funds.
Have you seen the outcome you were hoping for?
Yes, so far so good.
What could they have done better?
There was one issue where we discovered that between us we had not submitted paperwork to the pension provider. Think I was probably to blame but a checking system would have identified the issue earlier
Review
by a verified client in London
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We required advice on a SSAS pension.
How has Lucie Gee helped you?
Lucie provided valuable advice on how to restructure and use an existing Pension in the most efficient way.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in London
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate my pension pots and prepare for retirement. Lucie was recommended to me by one of her existing clients, who is a friend of mine.
How has Lucie Gee helped you?
She has been a practical help in sorting out some tiresome paperwork and also been an encouragement in my future plans.
Have you seen the outcome you were hoping for?
Yes, very much so.
What could they have done better?
Can't think of anything!
Review
by a verified client in Buckinghamshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted more personal attention from our FA than we had previously.
How has Lucie Gee helped you?
Sh's provded very honest and open feedback on both our strategy and options. We've disagreed at times but she's always been respectful of our differing views and I have to admit was right in her advise. Easy when things go well but its when things get rocky she's been a very steading and comforting presence.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
If she could force a change in government that would be great!
Review
by a verified client in West Sussex
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to invest money and regular money in to a scheme for a planned exit
How has Lucie Gee helped you?
Lucie has listened, understood the pressure of running a business, given sound trusted advice so you feel you are in a safe pair of hands
Have you seen the outcome you were hoping for?
At the moment everything is moving really well towards the end stage
What could they have done better?
no
Review
by a verified client in Kent
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
looking for methods to boost my pension and savings
How has Lucie Gee helped you?
She has answered all my questions and given sound advice when required
Have you seen the outcome you were hoping for?
Not entirely, but this is due to the current cost of living increases
What could they have done better?
Maybe a little more on top of the transact information which I currently receive
Review
by a verified client in West Sussex
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My partner and I were due to retire, and we needed advice on the best way to proceed with our private pensions, in order to be financially secure in our retirement.
How has Lucie Gee helped you?
Lucie gave us sound advice from our very first meeting, and put our mind at ease regarding our future retirement.
Have you seen the outcome you were hoping for?
We had hoped for a better return, but understand the market is volatile, and we have invested for the long term.
Review
by a verified client in Essex
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I enquired what my options were and whether I could afford to retire early.
How has Lucie Gee helped you?
Lucie has been brilliant. She carefully assessed options and provided very clear advice. More than that, she has remained accessible to deal with queries and has provided me reassurance and confidence in my investments
Have you seen the outcome you were hoping for?
Much better than I expected
What could they have done better?
Nothing. The service really has been first class
Repeat review
by a verified client in London
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Lucie Gee helped you since your last review?
Lucie stays in touch and I know she is available to discuss any concerns I might have.
Review
by a verified client in London
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To prepare for retirement
How has Lucie Gee helped you?
Given wise and sensible advise, suitable for my own personal circumstances
Have you seen the outcome you were hoping for?
Yes, very much so.
What could they have done better?
Nothing at all!
Repeat review
by a verified client in London
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Lucie Gee helped you since your last review?
Lucie continues to keep in touch regularly, shows interest and is keen to track my investments and plans as circumstances change. She always has my best interests in mind.
Review
by a verified client in Kent
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning
How has Lucie Gee helped you?
Inheritance planning
Have you seen the outcome you were hoping for?
Yes - ongoing
What could they have done better?
Satisfied
Review
by a verified client in London
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having children and planning for the future.
How has Lucie Gee helped you?
We sat with Lucie and talked through the right financial products for us now and for the future. She gave and continues to give, excellent advice, and manages everything from an administrative point of view.
Have you seen the outcome you were hoping for?
Yes, we are very pleased with how things are going.
What could they have done better?
N/A
Review
by a verified client in London
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To explore options for an early retirement.
How has Lucie Gee helped you?
Lucie actively listened and helped clarify what was possible for me. Her guidance was realistic and always grounded in my individual circumstances.
Have you seen the outcome you were hoping for?
Yes, I am comfortable I have chosen the right path, and this was only possible with Lucie's help.
What could they have done better?
I really can't suggest anything more or better that Lucie could have done!
Review
by a verified client in Outside UK
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed retirement planning advice
How has Lucie Gee helped you?
Organised a SIP.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in London
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Unhappy with our previous advisor
How has Lucie Gee helped you?
She has talked through my husband's and my current and future positions re income and pensions, moved our investments into vehicles which provide better returns, generally helped us rationalise our savings, and kept us up to date with how they are all doing on a regular basis.
Have you seen the outcome you were hoping for?
We are looking at the medium term, but so far, so good.
Review
by a verified client in Surrey
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
planning for early retirement
How has Lucie Gee helped you?
offers a good understanding & choice of options in current market well priced service
Have you seen the outcome you were hoping for?
yes & am now looking to extend portfolio managed by Lucie
What could they have done better?
Lucie is recently returning from recent maternity leave and has been flexible to accommodate us meeting up.
Review
by a verified client in West Sussex
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Lucie Gee helped you?
I was retiring early with two company pensions, and Lucie advised me on the pros and cons of taking/transferring my pensions.
Have you seen the outcome you were hoping for?
To date, I have been pleased with the outcome.
What could they have done better?
I would be prepared to give constructive feedback if necessary but I have been happy with Lucie’s advice.
Review
by a verified client in London
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My other one was not meeting my expectations.
How has Lucie Gee helped you?
Transferred my stocks and shares ISAs, consolidated my pensions with affordable payments and arranged valuable income protection and life insurance.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Kent
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for forward help with my investments to benefit my large family.
How has Lucie Gee helped you?
Lucie was extremely helpful, very approachable and very happy to explain everything in detail to me. She was straight forward and just the type of re-assuring professional I wanted to be guided by.
Have you seen the outcome you were hoping for?
A long term relationship with a reliable professional who would be able to meet the requirements for investing in the most sensible way for three generations of a family.
What could they have done better?
I actually could not fault the service Lucie has given me and cannot think of any suggestions to improve her impeccable service to me.
Review
by a verified client in Kent
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance.
How has Lucie Gee helped you?
Lucie was able to understand and give us personalied specific finance advice to cater for our needs.
Have you seen the outcome you were hoping for?
We have only used Lucie for a short while and our investments are for the long term.
What could they have done better?
We are very happy with the manner and way Lucie worked with us.
Review
by a verified client in Surrey
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
SIPP set up.
How has Lucie Gee helped you?
She managed the who process , was easy to work with and took the time really understand out needs and long term goals.
Have you seen the outcome you were hoping for?
Too early to say.
What could they have done better?
nothing
Review
by a verified client in London
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed a pension.
How has Lucie Gee helped you?
She was great, super reactive, helpful and informative. She made it simple!.
Have you seen the outcome you were hoping for?
I have only just signed up.
Review
by a verified client in London
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A long overdue exercise to ensure I was organised and maximising my money across pension planning, savings and investments whilst working to buy a house with my partner.
How has Lucie Gee helped you?
A thorough, organised and realistic approach leading to manageable steps. A hugely personable individual who understands that life is for living. Lucie changed any pre-conceived ideas and fears I had about getting to grips with my finances and that financial advise is about creating new opportunities not limiting them.
Have you seen the outcome you were hoping for?
100%. Broader financial advise enlightening. Consolidation of pensions, understanding the right investment levels and accessing a product that was relevant and understandable.
Review
by a verified client in Essex
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice approaching retirement.
How has Lucie Gee helped you?
Great advice on options and explaining the consequences of each option. Also helped me understand a very difficult market and to evaluate new trends in respect of those lucky enough to have a final salary scheme. Thorough, detailed, advice, but in a language I could understand.
Have you seen the outcome you were hoping for?
Yes, I now have a detailed plan and feel far more comfortable with my retirement income and expenditure.
What could they have done better?
Difficult to find anything here. Lucie always makes herself available and has the patience to explain things to someone with limited knowledge of the market.
Review
by a verified client in Kent
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice from accountant to improve my retirement income.
How has Lucie Gee helped you?
Lucie helped me to simplify my finances and understood what I was hoping to acheive.
Have you seen the outcome you were hoping for?
Early days as yet, but I feel that things are progressing well.
What could they have done better?
Lucie has done all I have asked and, much as I'd like to, I cannot think of anything I could criticise
Review
by a verified client in Northamptonshire
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous FA was not kerping me well informed.
How has Lucie Gee helped you?
Giving sound, informed easily understood advice. Putting investments into a package made good sense. Regular updates keep me well informed of changes made.
Have you seen the outcome you were hoping for?
Too early to make a judgment but happy with whats being done.
What could they have done better?
I'm happy with how things are
Review
by a verified client in London
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had recently sold my business and retired and needed to ensure I would have sufficient funds for my retirement.
How has Lucie Gee helped you?
Lucie has a very practical approach that enabled me to feel confident I had the funds to achieve various life goals as well as providing an income for me in my retirement.
Have you seen the outcome you were hoping for?
Yes I have.
What could they have done better?
I am satisfied with Lucie and have no suggestions.
Review
by a verified client in London
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having recently returned to full time work after being at home to care for my children, I needed to address my 10 year lack of pension contributions, and start planning for my retirement.
How has Lucie Gee helped you?
Lucie was able to assess my situation and reassure me that it was not too late to put a plan together. To her credit, she managed to do this in language and terminology I understood.
Have you seen the outcome you were hoping for?
I am now very content to be contributing to my future and no longer worry it. I know that Lucie will respond to my emails should I have any concerns.
Review
by a verified client in London
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lucie helped me move 2 DB pensions into my workplace DC pension scheme.
How has Lucie Gee helped you?
Valuation and getting the process moving. One of the fund adminsitrators (Capita) were incredibly slow and disorganised and she chivvied them along.
Have you seen the outcome you were hoping for?
Yes. I am fund manager and knew how to assess the value of what I was being offered to transfer from th DB schemes and what returns I would have to achieve on the DC scheme for it to be worthwhile. Lucie made the whole process much easier, straightforward and kept everyone on timetable.
What could they have done better?
I was very happy. The service is not cheap but it is worth paying up for an excellent advisor in the realm of pension transfers
Review
by a verified client in Kent
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was close to retirement.
How has Lucie Gee helped you?
Lucie carefully helped me through the maze of past retirement Investment.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Nothing better than what Lucie gave.
Review
by a verified client in Berkshire
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having a Self Invested Pension Plan.
How has Lucie Gee helped you?
Very knowledgeable and understanding of my circumstances and a very personable person.
Have you seen the outcome you were hoping for?
I am happy with my arrangements being under her control.
What could they have done better?
Nothing, she is very competent