Lucie Gee Email
Independent Financial Advisor @ Westminster Wealth Management
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Lucie Gee Location
- London, GB
Lucie Gee Work
- Independent Financial Advisor @ (September 2016 - Present)
- Pension Consultant @ (October 2011 - September 2016)
- Paraplanner @ Addidi Ltd (August 2010 - October 2011)
- Account manager and trainee consultant @ (January 2006 - October 2008)
Lucie Gee Education
- University of Liverpool
Bsc (Mathematics with management)
2002-2005
Lucie Gee Skills
- Strategic Financial
- Equities
- Financial Advisory
- Wealth
- Pensions
- Estate Planning
- Risk Management
- Protection
- Pension Funds
- Fixed Annuities
- Retirement
- Retirement Planning
- High Net Worth
- Small Business
- Financial Planning
- Employee Benefits
- Financial Services
- Inheritance Tax Planning
- Sales
- Accounting
- Income Protection
- Wealth Management
- Investments
- Defined Benefit
- Marketing
- Strategic Financial Planning
- Investment Strategies
- SIPP
- High Net Worth Individuals
- Finance
- Project Management
- Customer Service
- Training
- Public Speaking
- Financial Analysis
Lucie Gee Summary
- Lucie Gee, based in London, GB, is currently a Independent Financial Advisor at Westminster Wealth Management. Lucie Gee brings experience from previous roles at Mattioli Woods plc, Addidi Ltd and Mattioli Woods Plc. Lucie Gee holds a 2002 - 2005 Bsc in Mathematics with management @ University of Liverpool. With a robust skill set that includes Strategic Financial, Equities, Financial Advisory, Wealth, Pensions and more. Lucie Gee has 2 emails on RocketReach.
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