How We Can Help

Our Approach

We pride ourselves in providing highly personalised financial solutions to a range of individuals and businesses.  These include:

  • General Financial Planning
  • Retirement Planning
  • Pension Advice & Consolidation
  • Investment Advice
  • Protection
  • SIPP (Self Invested Personal Pension)

Our approach matches investment strategies to the individual goals and aspirations of our clients, seeking outperformance whilst controlling risk.  Our clients are always at the centre of our thinking and strategies and can rest assured that their interests are aligned with our values.

Harvesting a positive culture, we constantly aim to deliver an exceptional service to our clients to inspire confidence and success.

Welcome Jerry Sisk

G+E Wealth Management have announced the appointment of Jerry Sisk as a Financial Planner.   Jerry’s appointment signals the continued […]

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newspaper and a cup of coffee

What happen's next?

It’s clear that governments and central banks had to take action in pretty much every country across the world.  With […]

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Seedlings in a tray

Market Update - 19th June 2020

Equity markets across the world continued to recover from last week’s losses as investors focused more on improving economic data […]

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