- Integrity
- Professionalism
- Knowledge
- Communication
These are the key strengths that reflect our ultimate aim: to give informed, professional advice in a way that can be trusted and understood.
To these we add the two attributes we believe absolutely vital to sound financial advice:
- Independence
Advisers need to be free to select the most appropriate products to suit your needs. They can’t do that if they’re tied to any one company.
We believe an adviser needs to be able to access the whole of market to provide the right advice, so being impartial is essential.
The Financial Services Authority is committed to making commission-based advice a thing of the past. From 2013 all financial advisers who want to call themselves independent will have to work on a fee-only basis.
The reason for this is simple. Some products pay 0% commission, others 7% or more – so some advisers end up getting paid for the products they sell rather than the advice they give.
Philippa Gee Wealth Management is genuinely independent and uses only a fee-based structure, so we are ahead of the curve.
We feel it is right to be paid to provide advice, not to sell products. Clean and transparent. We wouldn’t have it any other way.
How does it work?
We won’t charge you for the first meeting as it is an opportunity to discuss your requirements further and then we will put in writing what work we feel needs to be carried out and the appropriate fee that will be charged. Work will be done on either a one-off or ongoing basis, to suit your particular circumstances and to deliver a service that is relevant to you. It is at this point that you can decide whether or not to proceed.
Interested? If you click on the link on the right hand side of this website, you will be able to download our brochure, which tells you more about the services we offer and the work we do for clients. If you would rather find out more through a phone call, email or face to face meeting, do please get in touch. If you click here, you will be taken to our contact details.