The first question should never be whether product A or product B is the right one for you. Instead it might be how to go about protecting the wealth accumulated, or how assets should pass on to future generations, or just how to simply cope financially.

We have an initial meeting with clients, for which we make no charge to you and instead cover the cost ourselves, so that you can make sure you are comfortable with our approach and we can be sure that we can help. After that we set out what work we would do and what our charges would be – you can then decide if you would like to proceed.

But let’s be very clear about this. Getting advice doesn’t have to be expensive. Indeed that is often the mistake people make when looking at fee-based financial planning, but that is not the case. With modern administration systems and low-cost funds, investing for many has never been cheaper.

We work to manage your money efficiently, to produce the income required or one-off expenses at a low cost. The level of risk you are willing to take may well be significantly lower to that you taken in the past, but again this needs to be discussed and agreed.

So depending on how your assets are already set up and in place, the process may be:

  1. Plan
  2. Engage
  3. Review

Contact Details

Philippa Gee Wealth Management
8 High Street
Church Stretton

Tel : 01694 722222

Email : Philippa Gee
Email : Sean Hall

Free financial clinic

To help those considering financial advice for Care Fees, I run occasional clinics, where you can have a 15 minute telephone conversation or face to face meeting, without charge or obligation. The next event will be held on 24th May 2012 at our offices in Church Stretton. The financial clinic will be open from 10am to 4pm. If you think that this might of interest for yourself or a loved one, please do call us 01694 722222 for further details.

- Philippa Gee