Our independence makes you a top priority
Gee & Watson is an independent financial adviser (IFA) authorised and regulated by the Financial Services Authority.
Our aim is to provide clients with bespoke financial solutions which combine strategic planning with carefully selected products from the whole of the financial marketplace.
As an IFA we are obliged to put our clients' interests first. Using our knowledge of the leading providers of investment funds, insurance contracts and pension plans, we attempt to create a financial package designed to meet a client's individual financial objectives.
We maintain regular contact with clients, keeping them abreast of how their affairs are progressing and pointing out further opportunities as they arise.
Most of our clients come to us via a personal referral, from a solicitor, an accountant, a colleague or a relative; many of them have been with us for decades. We work with individuals and families and with businesses, striving in every case to tailor our services to meet our clients' needs and ambitions.
Remember: not all financial advisers are independent. Some are only able to represent a single product provider; others have a limited 'panel' from which to recommend products and services.
With an independent adviser such as Gee & Watson, clients have the comfort of knowing that we will never try to 'shoe-horn' them into a particular product merely because that is all we have available. We will always use our independent status for our clients' benefit, maximising the potential for success.