About Us
Financial Planning That Puts You First
Manning Gee Investments is an independent, Bristol-based financial planning firm built on trust, transparency and a genuine commitment to helping people feel more confident about their financial future. We work with individuals, families and business owners across the UK, supporting them as they grow, protect and pass on their wealth in a clear and structured way.
Our vision has always been simple: to provide friendly, values-led financial planning that treats every client as an individual. Since launching in 2020, we have focused on building long-term relationships, offering straightforward advice and keeping our fees transparent and fair. This commitment guides every conversation we have and every plan we put together.
Clients value having the space to talk things through properly, knowing advice is shaped around their lives, not products.
Our Approach
Financial planning with us starts with understanding you — your goals, values and the life you want to build. From there, we create a plan that supports your priorities, whether you’re preparing for retirement, managing investments or navigating important financial decisions.
Five core principles shape our approach:
Clarity
We explain everything in simple, understandable language.
Transparency
You’ll always know our fees, our process and why we recommend what we do.
Integrity
We provide fully independent advice and act only in your best interests.
Care
Your wellbeing matters. We take the time to listen and support you in the way you need.
Simplicity
Your plan should feel manageable, purposeful and aligned with your life — not complicated.
Meet the Team
Sam Gee DipPFS, Director and Financial Planner
Sam began his financial services career at his family’s practice, David Gee Management Services Ltd, before moving into advisory roles across Bristol and Cardiff. In 2020, he founded Manning Gee Investments to deliver clear, approachable financial planning with a focus on values and transparency.
With nearly 25 years of experience, Sam specialises in retirement planning, investments and tax-efficient strategies. His clients value his open communication, calm guidance and the long-term relationships he builds based on trust and understanding.
Naomi Gee CertPFS (MP), Mortgage Broker
Naomi joined in 2021, transitioning from a successful teaching career into financial services. Her background in education gives her a structured, empathetic approach, making the mortgage process feel clear and manageable for clients.
She supports clients with first-time buyer mortgages, remortgages and buy-to-let finance, while also helping run the day-to-day operations of the business. Naomi ensures every client receives a friendly, seamless experience from start to finish.
Contact: helpdesk@mgi-ifa.co.uk
Darren McGowan DipPFS Cert CII (MP ER), Financial Planner
Joining in 2024, Darren brings vast experience from Royal London and Aegon, along with a strong focus on workplace pensions, financial wellbeing and long-term planning. Based in Edinburgh, Scotland, he supports both individuals and businesses by connecting corporate and personal finances to create clear, achievable strategies.
Clients value his calm, practical approach and his ability to turn complex workplace arrangements into simple, actionable plans.
George Ladds, Strategic Consultant
George joined Manning Gee in 2024, bringing more than 30 years of experience in the financial services industry. He previously built and led a successful advisory practice as both director and senior manager, and has long been recognised for his straightforward, client-focused approach to financial planning.
Alongside his consultancy work, George is the author of Money and Meaning, a book that explores the emotional and behavioural side of money. This perspective aligns with our values-led planning philosophy and helps strengthen how we communicate complex financial topics with clarity and care.
At Manning Gee, George supports our leadership team across strategy, compliance and client experience. His work helps reinforce strong governance, fair value assessment, and alignment with the Consumer Duty — ensuring the firm continues to deliver clear, consistent, and ethical outcomes for every client.
Contact: helpdesk@mgi-ifa.co.uk
Strategic Partners
