Our Services
Bristol-Based Independent Financial Advice Tailored to You
At Manning Gee Investments, we provide independent, FCA-regulated financial planning for individuals and families across Bristol and the UK.
Our work begins with a clear, personalised financial plan, because without one, investment decisions, tax strategies and retirement planning are just pieces of a puzzle that may never fit together. We combine this with a strong focus on financial wellbeing so you not only have the right plan, but also the confidence, clarity and peace of mind to follow it.
From there, we provide specialist advice in areas such as retirement, pensions, mortgages and tax, all designed to support your financial plan and help you stay on track.
Financial Planning & Financial Wellbeing
Your financial wellbeing goes far beyond the numbers in your bank account. It’s about feeling secure in your future, understanding your options and being able to make informed decisions without stress.
That’s why financial planning is at the heart of everything we do. We take a clear, structured and values-led approach to help you:
- Build a tailored plan that reflects your values, lifestyle and long-term goals.
- Understand your complete financial picture — income, spending, savings, investments and risk.
- Stress-test your plan against different scenarios to ensure it stays resilient.
- Review your plan regularly so it adapts as your life or priorities change.
Whether you’re at the start of your journey, building wealth or preparing for retirement, this combined focus on planning and wellbeing helps you move forward with confidence.
Retirement & Pension Transfer Advice
It’s never too early — or too late — to plan for the retirement you want.
We help you:
- Bring together pensions, savings and income sources.
- Create a sustainable, tax-efficient retirement income strategy.
- Manage withdrawals carefully to avoid common pitfalls.
If you’re thinking about transferring a pension, we take a responsible, structured approach. We assess your existing scheme, objectives, and attitude to risk. A transfer is recommended only if it is genuinely in your best interests, and we make sure you fully understand your options before making any decision.
Tax Planning
Tax planning plays a crucial role in protecting and growing your wealth. Working alongside your accountant and solicitor, we help you:
- Develop a joined-up tax strategy.
- Make effective use of allowances, ISAs, pensions and gifting rules.
- Reduce unnecessary liabilities and pass on more to your loved ones.
This ensures all parts of your financial plan work together smoothly.
Mortgage Advice
Your mortgage is one of your most significant financial commitments, so it needs to support your broader financial goals.
We offer:
- Independent advice for first-time buyers, movers and landlords.
- Whole-of-market research to find the right mortgage for you.
- Guidance on protection options to safeguard your home and financial wellbeing.
This creates a coherent approach that supports both your immediate needs and long-term plans.
Why Clients Choose Manning Gee Investments
Forward-Thinking Planning
Plans that evolve alongside you, staying relevant as life changes.
Independent & Unbiased Advice
No sales targets, no provider bias. Everything we recommend is in your best interest.
Personal & Professional Support
You’ll always know who you’re working with — a small, consistent team who understand your goals.
Regulated & Trusted
Authorised by the FCA and supported by strong governance, compliance oversight and Consumer Duty alignment.
Ready to Take the Next Step?
Let’s build a financial plan that works for you and the wellbeing to go with it.
You might also find these useful
Retirement Planning → “Thinking about retirement? See how we can help you plan for it”
Transparent Fee Structure → “Wondering what our services cost? See our full fee breakdown”
Wall of Love → “See what our clients say about working with us”