Independent Financial Planner in Bristol Helping You Build a Clear, Low-Cost Financial Future

Securing your future: trust and sustainability at the heart of financial planning in Bristol and beyond

“Almost everybody has an idea of what the financial life of their dreams would look like. Almost nobody has a plan for how to get there.”

– Carl Richards, Behavior Gap

Manning Gee Investments offers friendly, transparent, and ethical financial planning for individuals, families, and business owners with investable assets of £100,000+ or more.

In addition, our focus is simple: we help you grow, protect and pass on your wealth in a low-cost, tax-efficient and genuinely approachable way.

Because financial decisions often feel overwhelming, we’re here to guide you every step of the way, whether you’re preparing for retirement, planning for your family, or simply looking for clarity about your financial future. We aim to make everything feel more effortless and worry-free.

We’re often told our role is to bring clarity and reassurance, helping people feel confident about their long-term financial decisions.

Financial Planning Built Around What Truly Matters to You

Money is personal, which is why our planning begins with your values, your goals and what a secure future looks like for you, not with products or complicated jargon.

Clients value having the space to talk things through properly, knowing advice is shaped around their lives, not products.

As well as this, we take the time to understand what matters most: your family, lifestyle, wellbeing and the future you want to build.

Once we understand your priorities, we can put a clear plan in place so you can move forward with confidence and a real sense of direction.

Who do We Help?

We work with people who want clear, honest and reassuring financial advice, without the jargon, pressure or complexity.

As a result, many of our clients naturally fall into one of the groups below, even if they don’t realise it at first.

The Family Protectors

Putting your family at the centre of everything. You want to make thoughtful, responsible decisions that safeguard the people you care about today, and long into the future.

Because of this, we help you feel confident that your family’s financial foundations are strong, stable and well-planned.

Independent Achievers

Valuing freedom, flexibility, and the ability to live life on your terms.

Financial planning isn’t a passion for you, it’s simply a practical tool to help you reach your goals.

With that in mind, we take away the financial admin so you can stay focused on the life you’re building.

Reassurance Seekers

Finances can feel overwhelming, and you’d prefer someone to explain things clearly, calmly and without judgement.

For this reason, we specialise in making money feel simple, manageable and far less stressful, supporting you every step of the way.

The Privacy-Focused

Preferring a quiet, discreet approach and value confidentiality above all else.

Therefore, we offer a safe, respectful space where your personal and financial matters are handled with absolute care and professionalism.

What We Do

We keep financial planning simple, straightforward and low-cost, while still offering everything you need for a secure and confident future. By focusing on what truly matters to you, we make sure your financial plan feels straightforward and fully aligned with your goals.

Retirement Planning

Create a plan that gives you confidence, sustainable income and tax-efficient withdrawals.

Tax-Efficient Planning

Make the most of allowances, reduce unnecessary tax leakage and structure your finances wisely.

Investment Planning

Low-cost, evidence-based portfolios designed to grow and protect your wealth over the long term.

Holistic Financial Planning

Clear goals, life-focused planning and ongoing support so you always know where you stand.

Mortgages & Protection

Independent mortgage advice and tailored protection to support you and your family.

Workplace Financial Wellbeing

Helping employers support their teams with clear, accessible financial guidance.

Why Choose Manning Gee Investments?

We welcome clients from £100,000

Because many advisers only work with clients with assets of £300,000 or more, we take a different approach. We’re intentionally built to support people who want proper planning without feeling overlooked, giving you access to clear, high-quality advice at the right stage of your financial journey.

Low-cost, transparent advice

Our investment approach is built on low-cost, efficient portfolios, giving you better long-term outcomes.

Values-led, holistic planning

We help you build a financial plan that reflects your life, goals and what you care about most.

Clear, friendly, human language

We explain things clearly and support you without pressure or complexity.

Regulated and experienced

With nearly 25 years’ experience and FCA authorisation, you’ll always receive ethical, accountable advice.

Our Simple 4-Step Planning Process

1. Initial Conversation (Free)

A warm, no-obligation chat where we get to know each other.

2. Planning Meeting

We explore your goals, values, financial position and what a secure future means for you.

3. Your Financial Plan

We build a clear, tailored plan covering retirement, investments, tax and more — all designed around you.

4. Ongoing Support

Finally, we provide annual reviews, clear updates and consistent guidance, giving you access to support whenever life changes.

What Clients Say