Gee & Watson Wealth Management Formerly Mcewan Wallace Wealth Management

We are a firm of Independent Financial Advisers based on the Wirral. We have the expertise in creating bespoke financial planning solutions, for both personal and corporate clients. We are authorised and regulated by the Financial Conduct Authority.

We are a firm of Independent Financial Advisers based on the Wirral. We have the expertise in creating bespoke financial planning solutions, for both personal and corporate clients. We will provide you with a dedicated financial adviser, who will take time to understand your needs fully, so that you can receive the very best impartial advice.

All of our advisers are diploma level 4 qualified. We specialise in holistic financial planning for individuals and businesses. Our areas of expertise include Retirement Planning, IHT Mitigation, Wealth Management, Protection Plans for individuals & businesses and Group Pension schemes.

We employ an external compliance consultancy to ensure that the advice given to our clients meets the highest standards.

We are authorised and regulated by the Financial Conduct Authority, which means you can rest assured that your financial affairs are in the safest possible hands.

In May 2016, McEwan Wallace Wealth Management was acquired by Gee & Watson Investment and Pensions Ltd, a leading Independent Financial Advice company, also based on the Wirral, with over 40 years experience of providing financial advice, making us part of one of the biggest firms of IFAs on Merseyside.