About Manning Gee Investments
Manning Gee Investments is an independent financial planning firm based in Bristol, supporting individuals, families and business owners across the UK.
We help clients grow, protect and pass on their wealth through clear financial planning, tax-efficient advice and a personal, low-cost investment approach.
Financial Planning Built Around You
Financial planning should start with your life, not with a product.
We take time to understand what matters to you, the future you want to build and any concerns you have about your finances. We then bring everything together into a clear plan that helps you make confident financial decisions.
Why Manning Gee Was Founded
Manning Gee Investments was founded by Sam Gee in 2020 with a clear aim: to provide independent financial planning that feels personal, transparent and straightforward.
We wanted to offer a different experience from traditional wealth management—one built around long-term relationships, understandable advice and fair, clearly explained fees.
Today, we support clients from our Bristol and Scotland offices while continuing to provide the personal service on which Manning Gee was founded.
What You Can Expect From Us
Clarity
We explain your options in straightforward language, without unnecessary jargon.
Transparency
You will understand our fees, how we work and the reasons behind our recommendations.
Independence
We consider solutions from across the market and recommend what we believe is right for you.
Personal service
We take time to understand you and build a long-term relationship around your changing needs.
Simplicity
We make complex financial decisions easier to understand and manage.
Who We Work With
We typically work with individuals, families and business owners who have £100,000 or more to invest.
Our clients often want help to:
- Feel more confident about financial decisions
- Bring their finances together into one clear plan
- Prepare for and manage retirement
- Invest in a structured, low-cost way
- Make better use of tax allowances and reliefs
- Protect their family and pass on wealth
Meet the People Behind Manning Gee
Our team combines experience in financial planning, retirement, workplace pensions, mortgages, governance and client support.
What brings us together is a shared commitment to providing clear, personal and ethical financial planning.
Is Manning Gee Right for You?
The best way to find out is through an initial conversation. We will discuss what matters to you, explain how we work and help you decide whether we are the right fit.