Lucie's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 1 )
Pensions ( 62 )
Retirement income (annuities, drawdown) ( 33 )
Investments and Savings ( 46 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 13 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 33 )
Financial Mentoring ( 4 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 23 )
£200k - £500k ( 10 )
£100k - £200k ( 3 )
£50k - 100k ( 2 )
Up to £50k ( 2 )
Review
by a verified client in West Sussex
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My partner and I were about to retire, and a friend suggested we consult Lucie.
How has Lucie Gee helped you?
Lucie helped us, initially several years ago, by demonstrating how we could afford to retire, and now, by checking in regularly to ensure we remain on track to achieve our future goals.
Have you seen the outcome you were hoping for?
To date, my partner and I have been satisfied with the outcome of the advice provided by Lucie.
What could they have done better?
We are very satisfied with the service Lucie provides.
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needing advice with pension and financial matters
How has Lucie Gee helped you?
Lucie has given sound financial advice and planning, and organised a drawdown payment to assist my daughter
Have you seen the outcome you were hoping for?
yes
What could they have done better?
I can't think of anything specific
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?
To explore retirement options.
How has Lucie Gee helped you?
Clear advice, offering options, making sure the options suited me
Have you seen the outcome you were hoping for?
Very much so.
What could they have done better?
Nothing at all!
Review
by a verified client in Norfolk
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate my pensions and get an overview of my position.
How has Lucie Gee helped you?
Clear advice and helped me set-up a SIPPS quickly.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
N/A
Review
by a verified client in Surrey
3 months ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Planning my retirement and investing proceeds from sale of business shares
How has Lucie Gee helped you?
Helped me understand and plan investments to facilitate my early retirement and maintain regular income
Have you seen the outcome you were hoping for?
Yes, with a few bumps on the way including covid, stock market drops , wars and USA tariff plans
What could they have done better?
They have managed portfolio through some extreme times , it would have been lovely to see greater returns but they have managed the risks and we are in it for the long term